About Us
Financial Advisor Alexis Resnick, CFP®, CLU
Alexis Resnick is a Financial Professional with Equitable Advisors’ South Florida Branch. She is committed to helping her clients reach their financial goals, working primarily with executives, small businesses, and corporate clients. Her areas of focus include business continuity and succession planning, qualified retirement plans, and non-qualified executive benefits. Alexis serves high net-worth individuals throughout the United States, as well as foreign national clients. She consistently ranks among the top financial professionals, nationally, For Equitable Advisors.
She is a University of Florida graduate with a degree in Business Finance. She also holds the FINRA Series 7, 65 and 63 registrations. She has graduated from the Florida Atlantic University program for CERTIFIED FINANCIAL PLANNER™ professionals in 2012. She has also earned the prestigious professional designation of CLU (Chartered Life Underwriter).
In her spare time, she enjoys playing golf and being outdoors. She resides in East Ft. Lauderdale with her husband and two young children.
Andrew Cooper
Financial Advisor
Felix Martinez
Assistant Agency Manager & Marketing Director
Kevin Dooley, CFP®
Financial Advisor
Matthew Cooper
Client Relations
Valerie Ceballos
Office Manager