Robert Leone - Accurate Advisory Group

Founder, Investment Advisor, and Certified Trust & Fiduciary Advisor

Robert Leone

Robert began his career in the insurance and financial services industry in 1995 after graduating from the University of South Florida with a bachelor’s degree in accounting. After a few years of working as a Prudential Financial advisor, Robert joined his long-time friend Gus Gotsis to open their own independent insurance agency. They wanted to establish a business that could be of value to their customers, one that could grow and adapt to meet the ever-changing needs of their clients. They wanted an agency that could offer products from a variety of different companies.

As their business expanded and clientele grew, they joined with fellow alumnus Paul O’Grady to form the Accurate Advisory Group. With a new partner and additional staff added, Accurate Advisory group was equipped to offer experienced professionals in all areas of wealth management, estate planning, insurance, retirement, investing and more.

As CEO of Accurate Advisory Group, Robert’s responsibilities include overseeing all aspects of daily operations, including marketing, compliance, sales, and research, but his true passion is customer relations. Robert speaks with clients on a daily basis and is always striving to help educate and empower them so they can enjoy retirement free from concerns.

Robert has also earned the Certified Trust and Fiduciary Advisor (CTFA) designation. The Certified Trust and Fiduciary Advisor (CTFA) is a professional designation offered by the American Bankers Association (ABA), which provides training and knowledge in taxes, investments, financial planning, trusts, and estates.







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© 2023 Accurate Advisory Group Inc. All Right Reserved.
© 2023 Accurate Advisory Group Inc. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Testimonials are from Accurate Advisory Group customers, and they were not compensated.

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