ROBERT M. PERRY

ROBERT M. PERRY

CLU, ChFC, AEP® (Bob)
Bob is the Chairman of the Board of PFG Private Wealth Management, LLC. He is also responsible for the management of the firm’s estate and business planning practice.
JEFFREY D. PERRY

JEFFREY D. PERRY

CIMA®, AIF®, CFS®, BCS (Jeff)
Jeff is the President/CEO of PFG Private Wealth Management, LLC. Jeff is also responsible for the development and implementation of the firm’s investment strategy.
ANDY WHITTEN

ANDY WHITTEN

Andy joined PFG Private Wealth Management, LLC as a Financial Advisor and Assistant Portfolio Manager in February 2016.
JOHN TEIXEIRA, JR.

JOHN TEIXEIRA, JR.

CFP®,CIMA®, AIF®, AEP®
John is the Director of Financial Planning for PFG Private Wealth Management. John is responsible for developing and implementing comprehensive financial planning & investment strategies.
JORDAN N. LANSFORD

JORDAN N. LANSFORD

Jordan joined PFG Private Wealth, LLC as a Client Service Manager in May of 2018. As the Client Service Manager, Jordan is responsible for ensuring that every client receives exceptional service and that we are continuing to exceed your expectations.
NICHOLAS R. MCDEVITT (NICK)

NICHOLAS R. MCDEVITT (NICK)

Nick has been faithfully serving clients as a Financial Advisor since 2007. Nick’s favorite aspect of being an advisor is teaching retirement planning classes at local educational institutions, such as the University of South Florida, St. Petersburg.
JAMES A. SERRANO

JAMES A. SERRANO

James joined PFG Private Wealth Management with over 20 years of experience. James got his start in the financial services industry with a major wire house in New York and most recently spent 6 years with a large Investment Advisory firm.
BREEANA E. BOLTON

BREEANA E. BOLTON

Breeana joined PFG Private Wealth Management as a Client Support Associate after a successful tenure as a Case Manager for Morgan & Morgan.