West Point Business Group Employee Directory

Financial ServicesFlorida, United States2-10 Employees

West Point Business Group is a firm of industry leading professionals in the field of financial services ranging from corporate qualified plan management to the management services of personal wealth. At WPBG we measure our success in our client’s ability to accomplish their goals. Our mission is to be our clients’ financial strategists focused on growing and protecting their wealth.

Securities and advisory products offered through Principal Securities, Inc., 800/247-1737, Member SIPC, Des Moines, IA 50392. C.Clayton Perry and Keola J. Elobt, Financial Representative of Principal National Life Insurance and Principal Life Insurance Companies, Principal Securities Registered Representative and Financial Advisor.

West Point Business group is not affiliated with Principal Securities Inc.

Find West Point Business Group employees' phone numbers or email addresses

West Point Business Group Global Highlights

Location
Employees

North America
4

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  • United States Of America
    4

Asia
1

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  • Bangladesh
    1

West Point Business Group's Leadership

  • Stylized image of a person
    M. R.
    Co-Owner
    Phone icon
  • Stylized image of a person
    C. P.
    Partner Principal Securities Financial Advisor
    Phone icon
  • Stylized image of a person
    L. S.
    Director Of Operations
    Phone icon
  • Stylized image of a person
    L. C. A. B.
    Financial Advisor
    Phone icon

West Point Business Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Accounting
  • Administrative
  • Analytics
  • Arts & Design
  • Other

Contact profiles from West Point Business Group

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    M. R.
    Co-Owner
    Phone icon
    United StatesTennessee
    Sep 11, 2025
  • Stylized image of a person
    C. P.
    Partner Principal Securities Financial Advisor
    Phone icon
    United StatesFlorida
    Feb 21, 2024
  • Stylized image of a person
    L. S.
    Director Of Operations
    Phone icon
    UNITED STATES
    Apr 05, 2023
  • Stylized image of a person
    L. C. A. B.
    Financial Advisor
    Phone icon
    UNITED STATES
    Mar 07, 2023

Frequently Asked Questions

What is West Point Business Group known for?

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West Point Business Group was founded in 2007 operates in the Financial Services industry. The company's main headquarters is located in 7077 Bonneval Road Suite 380 Jacksonville, Florida 32216 United States; you can contact the main corporate office by phone at . Explore West Point Business Group's company overview page for more information.

What is West Point Business Group's most common email format?

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West Point Business Group employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more West Point Business Group email formats with LeadIQ.

How many employees does West Point Business Group have currently?

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West Point Business Group has approximately 7 employees as of February 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are West Point Business Group's key employees and leadership?

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As of February 2026, West Point Business Group's key employees include:

  • Co-Owner: M. R.
  • Partner Principal Securities Financial Advisor: C. P.
  • Director Of Operations: L. S.
  • Financial Advisor: L. C. A. B.

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