Nick Perrone
Wealth Manager
Nick Perrone is a proud Florida native who was born and raised here in Central Florida. He began his academic journey at Bishop Moore Catholic High School where he excelled in the classroom as well as on the baseball diamond. Following high school, Nick pursued a Bachelor’s of Business Administration Degree in Finance graduating Magna Cum Laude from the University of Mississippi, better known as Ole Miss.
The Estate & Business Planning Group has been an integral part of his life. Growing up around the family business, Nick gained invaluable insights and learned how to best serve clients while also making a meaningful impact on their lives. Observing how much a well-executed financial plan can positively influence lives created a strong desire to help people and motivated Nick to begin a career in finance working alongside his father, Tony Perrone.
Nick is committed to providing the next generation of dedicated service to all clients, embodying the values he learned during his education and upbringing. He’s both excited and grateful for the opportunity to build on the legacy that the Estate and Business Planning Group has created through service, loyalty and meaningful relationships. Outside of work, Nick spends his time with family and friends, enjoying travel and outdoor adventures primarily centered around fishing the many lakes, rivers and inland bays of Florida.
Licensed in Florida:
- Life, Health, and Annuities
Securities Registrations:
- General Securities Representative – Series 7
- Uniform Investment Advisor – Series 65
- Uniform Securities Agent – Series 63