He is a Registered Investment Advisor, Accredited Wealth Management Advisor, Certified Financial Planner, and Chartered Retirement Planning Counselor.
ORLANDO, FL, July 30, 2024 /24-7PressRelease/ -- Scott R. Perrone, MS, CFP® has been selected for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.
Mr. Perrone is an experienced financial planner and advisor with a robust career spanning over two decades. Since 2016, he has been at the helm of his firm as a dedicated financial planner and advisor at Retire Orlando, a member of Advisory Services Network LLC, in Orlando, Florida. In this capacity, Mr. Perrone leverages his extensive insurance and financial planning expertise to provide comprehensive advisory services to his clients.
A former wealth advisor at Partners Federal Credit Union in Orlando from 2015 to 2016, Mr. Perrone's tenure there was marked by his dedication to helping clients achieve their financial goals through personalized wealth management strategies. He also served as the Vice President of Retirement Planning at Fairwinds Credit Union between 2013 and 2015, where he played a pivotal role in developing retirement plans tailored to each client's unique needs.
Earlier in his career, Mr. Perrone found success as a Business and Estate Planning Consultant at The Hartford in Orlando from 2011 to 2013. His responsibilities included providing strategic advice on business succession and estate planning, where he honed his skills in financial consulting. Additionally, Mr. Perrone was the Regional Sales Director at Lincoln Financial Distributors between 2008 and 2011, where he excelled in overseeing the distribution of various financial products in the Southeast region of the U.S. and was instrumental in preparing him for future leadership positions in the financial sector.
Mr. Perrone earned an undergraduate degree in Business Management from Wilmington University in 2001. He also garnered a Master of Science in Personal Financial Planning from the College for Financial Planning in 2020. Highly qualified in his field, Mr. Perrone obtained several prestigious certifications, including being a Registered Investment Advisor, Accredited Wealth Management Advisor, Certified Financial Planner, and Chartered Retirement Planning Counselor. He also received a life, accident and health insurance license and Series 7 and Series 66 licenses.
Beyond his professional life, Mr. Perrone is actively involved in civic-minded organizations, such as Saint Jude Children's Research Hospital, the Habitat for Humanity and The Oakland Society Inc., reflecting his commitment to giving back to the community.
Mr. Perrone's journey is marked by significant educational and professional milestones. His entrepreneurial spirit led him to establish his own business, creating a brand that reflects his ambition and dedication to excellence in financial planning. Eager for the future, Mr. Perrone is determined to expand his impact in his current role by further developing his client base and establishing himself as a respected business owner and advisor. He attributes his success thus far to the valuable influence of role models and mentors throughout his career.
About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.
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