Executive Vice President of Wealth Planning
A sixth-generation St. Petersburg resident, Pegge’s approach has been shaped by her many life experiences. These include serving as a senior executive in the utility industry prior to becoming a financial planner. She credits being a wife, mom, grandmother and caregiver for an aging parent with giving her the vantage point to understand many different perspectives. Believing that no two clients have the same financial needs, she customizes each client’s financial strategy to support their specific circumstance. Her greatest reward is helping businesses and individuals plan for all circumstances to preserve their assets, while inserting as little risk as possible and helping them to pursue their financial goals. Pegge prides herself in being readily accessible to her clients and their families.