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

BCS, CFS®, AIF® (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.
JANINE DAVIS

JANINE DAVIS

Janine joined PFG Private Wealth Management as a Client Support Specialist in September of 2017. In this role, she ensures that each client receives exceptional service.
JOHN TEIXEIRA, JR.

JOHN TEIXEIRA, JR.

CFP®, AIF®
John is the Director of Financial Planning for PFG Private Wealth Management. In this capacity, John is responsible for developing and implementing comprehensive financial planning & investment strategies.
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.