LOW RES WEB CROPPED JD Pellecchia by Rob-Harris

J.D. Pellecchia, CFP®, CIMA®
President

     

Phone: 813.642.6111
Fax: 813.864.6784
E-mail: jd@PellecchiaFinancial.com

Check J.D.’s background on FINRA’s BrokerCheck.

J.D. Pellecchia is a Tampa, Florida based Certified Financial Planner™ practitioner and Certified Investment Management Analyst professional. Prior to establishing Pellecchia Financial Services in 2006, he served his country with honor for nine years in the United States Marine Corps as a naval aviator in the EA-6B aircraft. He received his Bachelor of Science in Accounting and Finance from Florida State University and an International MBA from Georgetown University in Washington, DC. His background includes over ten years of successful financial analysis and investment planning with Merrill Lynch and Private Bank at Bank of America, where he met the rigorous education, examination, experience and ethics requirements necessary to earn the Certified Financial Planner™ (CFP®) designation.

J.D.has also earned the Qualified Kingdom  Advisor™ designation, which recognizes him as a committed Christian financial professional who has met high standards in training, integrity, character, and competence as an Advisor, Leader and Counselor.

J.D. serves as Chairman of the Board for First Priority Tampa Bay and serves on the board for The Salvation Army Tampa on both the Executive Committee and the chair of the Finance Committee.   He established the All Pro Dad Chapter at Mitchell Elementary and formerly served as Team Captain.  J.D. serves as Assistant Scoutmaster for the Boy Scouts of America at his son’s Troop 22.   Also, he is an outdoor enthusiast – a “top 20″ finisher in the Hawaii Half-Ironman Triathlon many years ago and was a Little League baseball and softball coach.  J.D. enjoys spending time with family and friends.  He is married with two children, ages 17 and 14.

 

 

Ray Twetan - cropped

Ray Twetan
Client Services Director

 

Phone: 813.642.6111
Fax: 813.864.6784
E-mail: rtwetan@PellecchiaFinancial.com

In 2016, Ray Twetan accepted the responsibility of Client Services Director for Pellecchia Financial Services.  Ray has been an active contributor in growing businesses for the past 12 years. Ray graduated from the University of South Florida with a Bachelor in Interpersonal Communication, enabling him to excel in team and client dynamics. Throughout Ray’s career he has improved his knowledge through trainings and learning programs, one of these is the Leadership Training for Mangers from Dale Carnegie.

Outside of work Ray volunteers with an organization that provides services for the homeless community in our area. He is a leader in his church and intentionally builds relationships for Gods Kingdom, seeking out communities and groups that traditionally the church has not. He went to South Africa in 2010 and received training in Contextualized Church Planting where he spent 6 months learning and living with the people there. Ray and his wife have a heart for adoption and the foster community. They will be growing their family through these means trusting God throughout the process.

 

 

LOW RES WEB Julie Wood by Rob-Harris

Julie Wood
Operations Manager

 

Phone: 813.642.6111
Fax: 813.864.6784
E-mail: jwood@PellecchiaFinancial.com

In 2013, Julie Wood accepted the responsibility of Operations Manager for Pellecchia Financial Services. Julie gained her general business and management experience over 20 years of being an integral part of fast growing small and medium size businesses. Prior to starting her career, Julie earned her Bachelors of Science in Psychology from Palm Beach Atlantic University and throughout her career, Julie received recognition for her leadership, management and innovation, including the Dale Carnegie’s Innovation Project Award for the Leadership Training. With Julie taking on this role, J.D. has been allowed the freedom to focus on the most important part of Pellecchia Financial Services – our clients.

Outside of working at Pellecchia Financial Services, Julie spends much of her time working with the poor in Tampa. She lives with her husband and children in an intentional community in the inner city of Tampa, ministering to children and adults that are on the margins of society.