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 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 obtained a passing score for the General Securities Representative (Series 7) exam, Investment Company and Variable Contracts Products Representative (Series 6) exam, and the Uniform Se