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our founder
In 1987, Scott joined PFG, Inc. and started his independent Financial Planning career. He now manages over $100M in client assets. He employs a dedicated team of professionals to help clients achieve their life goals.
Because Scott has the unique ability of building personal trusting relationships with clients by simplifying complex financial concepts in a friendly, non-threatening way with a unique energy and passion.
Scott’s first job, after graduating with a degree in Education from The University of Florida, was teaching 1st grade in the Pinellas County School System in St. Petersburg, Florida. Yes, a teacher. He had to simplify ideas so that curious minds could comprehend the concepts being taught.
This “9-Box” process is hand - crafted, in- house, on a quarterly basis, from client submitted data and knowledge of what is managed by Scott’s firm. Each quarter, a personal letter is sent to clients advising them of any specific behavioral change needed to the portfolio to stay within mutually agreed risk targets.
Financial advisor
Ralph grew up in Bronx, NY and later moved to Ocala, FL where he attended the University of Florida for his Masters of Science in Management. He has 10+ years of experience as a Financial Advisor.
Ralph's goals are to establish client relationships on trust, integrity, and honor. Through this he can help clients have peace and confidence when building wealth, planning for retirement, and beyond.
Ralph works with many varieties of clients such as Dentists and Dental Specialists, Families with Children, Faithful and Believers, Clients with $250,000 in investable assets, and clients who are willing to delegate responsibility when it comes to Finances (wealth building, investing, and planning for retirement.)
Office manager and executive assistant to scott petrucci, chfc
Raven has been apart of our firm since August of 2016.
Raven oversees all office processes and client requests ranging from account opening and funding, updates, disbursements, and leads our Required Minimum Distribution project. She is well versed and experienced in handling the paperwork and processes for clients post-mortem.
Currently studying for her SIE and Series-7, Raven’s goal is to be a Financial Advisor and continue her education and career in the financial world.
Email: [email protected]
front desk receptionist and administrative assistant
Roma started at our firm in late June of 2022.
She graduated from University of South Florida St. Petersburg with her Bachelors in Economics with a focus on Economic Development in December of 2021. Now, Roma continues her education by studying for her SIE and Series 7 exams to become a Financial Advisor.
Roma’s key responsibilities include monitoring and maintaining the 9-Box system, answering the phones, scheduling appointments, and assisting the team.
Email: [email protected]
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