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Jeffrey M

Series 63, Series 65

St. Petersburg, FL

OnePoint BFG Wealth Partners

Jeffrey Miller is a financial advisor with OnePoint BFG Wealth Partners in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes long tenure at Northwestern Mutual in various roles from 1987 to 2025. He serves as a board member of the CKG Foundation, a nonprofit charity. OnePoint BFG Wealth Partners offers customized financial planning and wealth management services to a diverse client base, including individual investors, businesses, retirement plans, trusts, and charitable organizations. The firm employs client-specific investment strategies using a combination of third-party managers, custodian platforms, and proprietary models, supported by technology and operational outsourcing.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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Amanda M

Series 63, Series 65

St Petersburg, FL

OnePoint BFG Wealth Partners

Amanda Molina is a financial advisor at OnePoint BFG Wealth Partners with 10 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for nine years. Molina has been involved with Miami Dade College since 2008. OnePoint BFG Wealth Partners provides customized financial planning and wealth management services to a diverse client base, including individuals, business entities, retirement plans, trusts, estates, and charitable organizations. The firm employs a variety of portfolio management approaches using third-party managers, proprietary models, and technology integration to support client objectives.

Founder/Business Owner Executive Retired Mid-Career Professionals HENRY (High Earners, Not Rich Yet)
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