Chuck Perrone
Financial Advisor
CLU, CHFC
As a Chartered Financial Consultant professional Chuck Perrone is dedicated to helping people plan a roadmap to their retirement. Chuck attended the University of Florida for three years and received a Bachelor’s of Arts degree from Florida Atlantic University, Boca Raton, FL.
His financial career started at a young age (23) with his father’s firm, Perrone & Associates in Fort Lauderdale, Florida. He joined the Capital Insurance Agency in Tallahassee serving the financial needs of the State of Florida employees for 15 years. Chuck specialized in retirement planning and represented Nationwide Insurance for 7 years. In 2000 he joined Raymond James Financial Services. His career spans over 30+ years in delivering financial and retirement planning services as an independent advisor.
Chuck attached the Charter Life Underwriter (CLU) designation in 1984 and the Chartered Financial Consultant (ChFC) in 1986. He is a well respected Financial Advisor with clients in numerous governmental entities, as well as private clients. Chuck is a member of The National Association of Insurance and Financial Advisors (NAIFA). He is a charter member of the Financial Services Institute (FSI), an advocacy and membership organization for Independent Broker-Dealers and Independent Financial Advisors.
Chuck has been a member of the Southside Men’s Club since 1982. He is active in his church, San Juan del Rio Catholic Church, and is involved in several ministries.
Chuck is married to the former Nancy J. Teufen and has two children, Erika and Joe, and four beautiful grandchildren, Thad Zoe, Addison and Zander. He and Nancy have lived in the Mandarin area since 1982.
Chuck enjoys playing golf and reading. Chuck and Nancy enjoy traveling, especially to visit grandchildren, family and friends.
My Approach
The advisors at Eleven Atlantic work with a group of Tax Attorneys, Accountants, CPA’s and other advisors to provide a comprehensive oversight of your financial affairs. Our work is “needs based” upon what your particular objectives are.
WE LISTEN and strive every day to meet or exceed your total financial needs. Hence the name; Eleven Atlantic, LLC – striving to “consistently exceed expectations.”
Are We A Good Match?
I work with a diverse group of individuals and families; they are business owners, utilities workers, teachers, parents, widows/widowers, retirees and savers. If that sounds like you, let’s talk.