Charles Vercellone, ChFC®, AIF®

Since 1984, I have been helping clients manage their wealth. Similar in background and values as those I serve, I strive to build relationships that go beyond the perspective of mere dollars and cents. I treat clients like family and...

I am the Administrative Assistant for Chuck Vercellone. My goal as Chuck’s assistant is to provide reliable and friendly service to our clients. I have twenty years of experience in banking and brokerage. In my twenty years, i...