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.
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.
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.
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.
ANDY WHITTEN
Andy joined PFG Private Wealth Management, LLC as a Financial Advisor and Assistant Portfolio Manager in February 2016.
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.
John is the Director of Financial Planning for PFG Private Wealth Management. John is responsible for developing and implementing comprehensive financial planning & investment strategies.
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 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.