Robert Leone, Certified Trust and Fiduciary Advisor and Owner

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.

  • The Certified Trust and Fiduciary Advisor (CTFA) is one of several professional designations offered by the American Bankers Association (ABA).
  • The CTFA designation is intended to assess and certify a financial professional’s knowledge and ability in he field of trusts and financial advice, broadly construed.
  • Applicants must meet minimum work experience requirements in the financial industry and pass a rigorous examination.
  • CTFAs must also complete regular continuing education (CE) requirements.

The CTFA certification demonstrates expertise in the trust and financial advising profession. To receive the designation, candidates must have a minimum level of wealth management work experience, complete approved training programs, and pass an examination. Continuing education (CE) is also needed to maintain
the CTFA designation.

Robert is also active in the local community, volunteering his time to his children’s soccer leagues, the Fire Fighters of Pasco County and the Hillsborough County Fraternal Order of Police. He also supports the University of South Florida youth sports programs.

Married and a father of three, Robert enjoys playing soccer and other sports with his family, traveling, spending time outdoors and taking the kids to see their favorite sports team, the Tampa Bay Lightning.

If you would like to learn more about Accurate Advisory Group or would like to schedule a complimentary, no-obligation consultation, please contact us today!

Local: (813) 994-0984
Toll Free: (866) 241-8078
Fax: (813) 907-6738
2211 Ashley Oaks Circle
Wesley Chapel, FL 33544
(813) 994-0984