We've been doing this a long time, and over the years, we've learned that the only way to help as you pursue your financial goals is to rely on a tested process. We're independent advisors, but we're part of the Raymond James family, a firm with approximately 7,800 financial advisors and nearly 725 billion dollars of assets under management.*
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keiron Partners and Eleven Atlantic True Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Keiron Partners and Eleven Atlantic True Wealth is not a registered broker/dealer and is independent of Raymond James Financial Services.
Services
Our staff of advisors collectively possess over 65 years of investment expertise. The two Raymond James Registered Principals, J. David Pesterfield, MBA, CFP and Paul Ross, MA, CLTC are long retired military officers, conservative, and with over 40 years experience in the advisory and investment community.
I am a retired Lt. Colonel with 22 years of service in the U.S. Air Force. I obtained my Bachelors Degree (BBA) from the University of Georgia in 1972 and a Masters of Business Administration (MBA) Degree in Business from the University of Wyoming in 1976. I am a graduate of Squadron Officers School, Air Command and Staff College, Marine Corps Command and Staff College, and the Air University.
As a professional Financial Advisor, I am committed to providing my clients the highest level of education, investment counsel and personal service. After serving as a career Naval Officer for 25 years, I entered the financial services industry in 1993 when I joined Merrill Lynch as a Financial Consultant.
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.
I learned pretty early on how some of the small financial decisions I made when I was just out of college would impact me later on. But it wasn't until I started really immersing myself in Dave Ramsey's teachings that I understood how valuable his disciplined, commonsense approach was.
Dave's philosophies are designed to help clients achieve financial freedom by utilizing a practical, debt-free approach to help gain control over their finances and build wealth.I believe his philosophies have a real impact on my clients' lives. If you are interested in learning more about Dave Ramsey's 9 week Financial Peace University (FPU) class, please let me know.
Dave's philosophies are designed to help clients achieve financial freedom by utilizing a practical, debt-free approach to help gain control over their finances and build wealth.I believe his philosophies have a real impact on my clients' lives. If you are interested in learning more about Dave Ramsey's 9 week Financial Peace University (FPU) class, please let me know.
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