Alexis Resnick Email & Phone Number

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 shareholder in the Equitable Agents Reinsurance Company (EARC), and a member of the company’s Elite Advisor Group, continuing to grow her practice at the highest level.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.

Listed skills include Investment Planning, 401K Rollovers, Annuity Strategies, Business Succession, and 3 others.

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  University Of Florida

  Finance