CIMA®, AIF®, CFS®, BCS

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 and building and managing client portfolios.

Jeff is a graduate of Wake Forest University where he received a Bachelor’s degree in Economics. His professional designations include Certified Investment Management Analyst® (CIMA®), Accredited Investment Fiduciary® (AIF®), Certified Fund Specialist (CFS®) and Board Certified in Securities (BCS).

Jeff has obtained a passing score for the General Securities Representative (Series 7) exam, Investment Company and Variable Contracts Products Representative (Series 6) exam, General Securities Principal (Series 24) exam, and the Uniform Securities Agent State Law (Series 63) exam.

Prior to joining PFG Private Wealth Management, Jeff spent four years at NationsBank as an associate and one year with MassMutual in Charlotte, NC.

Jeff and his wife Ami were married in 1995 and have 5 wonderful children, including triplets. In his free time, Jeff enjoys playing pickleball and is an active member of Idlewild Baptist Church where he has served in the children’s ministry for 25 years and is a member of the finance committee.

CLU, ChFC, AEP®

Bob is Chairman Emeritus of PFG Private Wealth Management, LLC. He is also responsible for the management of the firm’s estate and business planning practice.

Bob graduated with a Bachelor of Arts degree from Wake Forest University in 1966. After two years of military service, he launched his insurance and financial services practice in Tampa.

His professional designations include Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC), and Accredited Estate Planner® (AEP®).

Bob has served as the past president of the Tampa Association of Insurance and Financial Advisors and the Tampa chapter of the Society of Financial Service Professionals. He has also served on the board of the Tampa Bay Estate Planning council.

CFP®, CIMA®, AIF®, AEP®

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.

John is a graduate of the University of Bridgewater, Massachusetts, where he received a Bachelor of Science Degree in Business Management. John has been in the financial services industry since 2006.

John’s professional designations include Certified Financial Planner (CFP®), Certified Investment Management Analyst® (CIMA®), Accredited Investment Fiduciary (AIF®), and Accredited Estate Planner (AEP®).

John has obtained a passing score for the General Securities Representative (Series 7) exam, Uniform Securities Agent State Law (Series 63) exam, and the Uniform Investment Adviser Law (Series 65) exam.

John is committed to serving the community. John has served as past President of the not-for-profit group (501 (c) (3)), The 13 Ugly Men Foundation, Inc., which hosts large-scale events and donates the proceeds to local charities in the Bay Area. The 13 Ugly Men have donated over $1,500,000 to local charities. John was also a member of the Tampa Connection Class of 2012 and has served as a mentor through the corporate Mentorship program at the University of South Florida Muma College of Business.

Originally from the Boston area, John and his wife, Jenny, live in Lutz, Florida, and enjoy spending time with their two daughters. He enjoys exercise, biking, and teaching his daughters how to play chess.

Andy joined PFG Private Wealth Management, LLC as a Financial Advisor and Assistant Portfolio Manager in February 2016. Andy’s financial career began at Bank of America as a personal banker in 2004. He later joined Taylor & Williams as a para-planner and was quickly promoted to a financial advisor position, where he served his clients faithfully for 10 years.

Andy graduated from the University of Tampa in 2003 with a B.S. in Business Management. He holds a FINRA Uniform Investment Adviser Law (Series 65) license as well as a Florida Life, Health and Variable Annuity license.

Andy is happily married to his lovely wife Krystal and has been blessed with two children, a son and a daughter. He is actively involved at Idlewild Baptist Church, where he serves as a deacon and teacher. Away from business he enjoys time with family and friends, watching the Tampa Bay Rays, golfing, fishing and hunting.

Nick has faithfully served clients as a Financial Advisor since 2007. Nick’s practice is focused on comprehensive financial planning & strategy before and during retirement.

One of Nick’s favorite aspects of being an advisor is teaching retirement planning classes at local educational institutions throughout the Tampa Bay area.

Nick is originally from Rochester, NY and moved to the Tampa Bay area in 2003. Nick believes it is important to support the local community and over the years has served in leadership roles with CASA Pinellas, St. Petersburg Chamber of Commerce, and the 13 Ugly Men Foundation. Nick currently lives in Tampa with his wife Katherine and their dog Rose.

Nick Perry is a Financial Advisor with PFG Private Wealth Management, LLC. He specializes in retirement planning and investment strategies, helping clients make informed decisions to achieve their financial goals.

Nick graduated with a Bachelor’s degree in Financial Planning from Liberty University.

He has obtained a passing score for the Uniform Investment Adviser Law (Series 65) exam, holds a Florida 2-15 Life, Health & Annuity Insurance license, and has successfully passed the Certified Financial Planner™ (CFP®) exam and is in the process of obtaining CFP® certification.

Nick married his wife, Victoria, in 2025. Outside of work, he enjoys playing guitar, rock climbing, camping, and is actively involved in his church.

Jake Perry is a Financial Advisor with PFG Private Wealth Management, LLC. He specializes in financial planning, offering clients confidence and clarity as they grow and steward their wealth.

Jake is a graduate of Liberty University, where he received a bachelor’s degree in Financial Planning and Data Analytics in 2025 and served as a Community Group Leader (CGL).

He has obtained a passing score for the Uniform Investment Adviser Law (Series 65) exam, holds a Florida 2-15 Life, Health & Annuity Insurance license, and has successfully passed the Certified Financial Planner™ (CFP®) exam and is in the process of obtaining CFP® certification.

Jake is married to his wife, Rebecca. In his free time, he enjoys collecting watches, traveling to Disney with his wife, and is actively involved at Idlewild Baptist Church. He also participates in the Tampa chapter of the Liberty University Alumni Association.

Brooke is the Client Service Manager at PFG Private Wealth Management and plays an integral role in supporting both clients and advisors with exceptional care, organization, and attention to detail. She is committed to creating a seamless, high-quality client experience and takes pride in building strong, trusted relationships through clear communication and dependable service.

Originally from Colorado, Brooke spent nine years working in the financial industry before relocating to Florida. Her extensive background in financial services brings valuable experience and insight to her role, allowing her to anticipate client needs and support the advisory team with efficiency and professionalism.

Outside of the office, Brooke enjoys spending time with her husband, Tyler, and their three children. Much of her free time is spent making memories on the water while boating, as well as enjoying family outings to Busch Gardens.

Claire is a Client Services Representative at PFG Private Wealth Management, where she supports clients with account inquiries, scheduling, and day-to-day service needs. Claire brings strong attention to detail and organization to her role, always taking extra care to ensure that clients receive timely updates and reliable, personalized service.

Originally from Maryland, Claire is a graduate of Florida International University, where she earned her bachelor’s degree in English Linguistics.

She is married to her husband, Michael, and they have a young son. Having lived in multiple countries, she speaks several languages, with Ukrainian and Italian among her strongest. Outside of the office, she enjoys running, knitting, and reading.