PLAN TODAY. PROTECT TOMORROW.
Guiding individuals and families through life's financial decisions with clarity, strategy, and care
Pinnacle Financial Group, LLC
Jerry Brown is an independent wealth and life insurance advisor and the Founder, CEO, and Senior Managing Partner of Pinnacle Financial Group. Since 2009, he has helped individuals and families pursue financial clarity through education-focused planning and personalized guidance.
Jerry holds Series 6, Life, Health, and Variable Insurance licenses and specializes in tax-free retirement strategies, Bank on Yourself financial concepts, wealth accumulation, lifetime income planning, asset protection, and estate and trust planning. He believes everyone deserves access to sound financial education, a personalized plan, and the opportunity to retire with dignity and independence.
Jerry earned degrees in Legal Assistant studies, Business Administration & Management, and Public Administration from Nova Southeastern University. He is also a certified Public Pension Trustee and graduate of the FBI National Academy. Outside of work, Jerry enjoys biking, fishing, traveling, reading, and spending time with his family.
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HOW WE CAN HELP
Comprehensive Financial Solutions
Estate Planning
Protect your legacy and provide for future generations.
Income Planning
Create predictable income streams for confidence and stability.
Asset Preservation
Safeguard what you've built with strategies designed to reduce risk.
Tax Mitigation
Minimizes taxes and keeps more of your hard-earned wealth.
Risk Mitigation
Prepare for life's unknown with proactive risk management.
More Services
Business Planning, CRT, Wealth Management, and more.
Video Library
NOT Just For Millionaires And Billionaires
21st Century Trust Funding Method
NeverStop
Beneficiary Liquidity Plan
Mission Statement
Our mission is to create a firm like no other in the industry. Working together with the clients and our multidisciplinary team approach of specialists, we will create an elevated client experience. Families and small businesses are demanding ever-increasing assistance with support and guidance for smart estate and financial planning for building wealth.
Continuous training and support for company management and employees, combined with the strictest standards of protocols, ethics, and integrity will be expected and implemented.
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