Jeffrey A. Pfleger

Managing Principal
(305) 441-1410 Ext. 121

Jeffrey A. Pfleger is Managing Principal of Pfleger Financial. Jeff heads the private client division specializing in tax and financial planning strategies for high net worth individuals in the US and abroad.

Prior to Pfleger Financial, Jeff was a Senior VP at Bessemer Trust, delivering investment and fiduciary services to its ultra-high net worth clients. His primary responsibilities were expanding client relationships in the Southeast region and delivering unique and customized tax and financial strategies to individuals and families.

Jeff began his career with KPMG as a CPA in Miami.  Jeff Pfleger attended Vanderbilt University and holds an M.B.A. from the University of Miami. He holds degrees in Finance and Accounting and worked as an active CPA for the State of Florida. He is Registered Representative through M Holdings Securities, Inc. and is a past qualifier for Million Dollar Round Table and Top of the Table.

Jeff has been active with many professional groups and civic boards including the Orange Bowl Committee, American Red Cross and the Estate Planning Council.