PFG Private Wealth Management, LLC

Joao Teixeira is a CFP® with 19 years of industry experience, currently serving as an advisor at PFG Private Wealth Management, LLC. He has worked with Tampa Dental Advisory Group and Mutual Securities, Inc., and has operated Teixeira Financial, LLC since 2009. Outside of his advisory work, he is a board member of the 13 Ugly Men Foundation, Inc., where he assists with planning charitable events and supports the foundation’s investment committee. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, providing portfolio management, financial planning, pension consulting, and educational workshops, with a focus on documented client goals, discretionary trading authority, and a combination of fundamental, technical, and quantitative investment strategies.

Andrew Whitten is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 65 designation and 16 years of industry experience. He has been with PFG Private Wealth Management since 2016 and previously worked at Perry Financial Group. Outside of his advisory role, he operates as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach combines fundamental, technical, and quantitative analysis with modern portfolio theory, emphasizing asset allocation and regular monitoring.

Nicholas Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at MapleRidge Ranch and Liberty University. Outside of his advisory role, he is also an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, offering portfolio management, financial planning, pension consulting, and educational workshops. Their investment approach incorporates fundamental, technical, and quantitative analysis alongside modern portfolio theory, with an emphasis on asset allocation and equitable opportunity distribution.

Jacob Perry is a financial advisor at PFG Private Wealth Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience at Mapleridge Ranch and Liberty University. Perry also works as an independent insurance agent. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm combines fundamental, technical, and quantitative analysis with modern portfolio theory to implement trading strategies, emphasizing asset allocation, regular monitoring, and fair allocation of limited investment opportunities.

Jeffrey Perry is a financial advisor with PFG Private Wealth Management, LLC, holding a Series 63 designation and 27 years of industry experience. He previously worked at Mutual Securities, Inc. and operated Perry Financial Group for over two decades. Perry also maintains an independent insurance agency as a sole proprietor. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm employs a combination of fundamental, technical, and quantitative analysis alongside modern portfolio theory to manage client portfolios, emphasizing asset allocation and regular monitoring.

Nicholas Mcdevitt is a financial advisor with PFG Private Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. His prior work includes roles at Mutual Securities, Inc., MML Investors Services, Inc., and MassMutual Life Insurance Company. He is also an independent insurance agent operating a sole proprietorship. PFG Private Wealth Management is a team-based registered investment adviser serving individuals, high-net-worth clients, corporations, and pension plans. The firm manages approximately $238 million across 439 client relationships, providing portfolio management, financial planning, pension consulting, and educational workshops, with an investment approach that combines fundamental, technical, and quantitative analysis alongside modern portfolio theory.