LOW RES WEB CROPPED JD Pellecchia by Rob-Harris

J.D. Pellecchia, CFP®, CIMA®, CKA®
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 twenty years of successful financial analysis and investment planning with Merrill Lynch, Private Bank at Bank of America, and Pellecchia Financial Services. During which time he has 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. is an avid advocate for many organizations in our local community.  Including, currently serving on the board for two organizations.  For First Priority Tampa Bay, J.D. serves as the Chairman of the Board.  For the Salvation Army Tampa, J.D. serves on the Executive Committee and as the chair of the Finance Committee.  He established the All Pro Dad Chapter at Mitchell Elementary and formerly served as Team Captain and 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 his family and friends.  He is married with two teenage children.

 

 

Zachary Mitchell
Associate, Practice Management

 

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

In 2018, Zachary Mitchell accepted the responsibility of Associate, Practice Management for Pellecchia Financial Services.  Zack recently graduated Liberty University with a Bachelor’s in Financial Planning, enabling him to meet the education requirements to become a Certified Financial Planner. Zack has also been involved with Kingdom Advisors, attending their conference and studying the core training of becoming a Certified Kingdom Advisor.

While attending school, Zack has volunteered over 100 hours for organizations such as Habitat for Humanity and Parkview Community Mission (food bank in Lynchburg, VA).  He dedicated his faith on August 21, 2014 during spiritual emphasis week where he was baptized.  Bridgepoint Church in downtown St. Petersburg is where Zack has been an active church member for 6 years and involved in a life group.

Zack also played college ice hockey for two years while attending Liberty University.  He began playing ice hockey in Florida when he was four years old and he is still part of several adult hockey leagues.  Zack is an active gym member and in his free time, he can also be found cruising around in his red Jeep by the beach.

 

 

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 and this led them to becoming active foster parents. 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.  Throughout her career, Julie has received recognition for her leadership, management and innovation, including the Dale Carnegie’s Innovation Project Award for the Leadership Training and the Pioneer Award at the Texas Department of Human Services.

In addition to fulfilling this role at Pellecchia Financial Services on a part time basis, Julie is the director of a non-profit in Tampa dedicated to bringing justice in the areas of income, education and housing for those in the margins of our society.  She lives with her husband and their children in an intentional community in the V.M. Ybor neighborhood of Tampa.