Alexander Misarti, CFP®

Financial Advisor

Alex joined our team as a Financial Advisor in 2015.  He became a CERTIFIED FINANCIAL PLANNER™ professional in 2020 to further advance his knowledge and dedication to our clients and their needs.  His other designations include: Series 7 registration held with LPL Financial, and his Series 66 registration held with LPL Financial and PSI Advisors, LLC, as well as the 2-15 Life, Health, Variable Annuity license.  Alex works diligently with our individual and business clients to identify their financial goals and determine a pathway to pursue them.  He also specializes in investment strategies and analysis, insurance protection, college planning, and retirement income plans. 

Alex was born in Long Island, NY and relocated to Tampa with his family in 2005.  He is a graduate of Florida State University with a bachelor’s degree in Finance.  In addition to past involvement with the Tampa YMCA, he is also a member of the Pi Kappa Alpha Fraternity, Seminole Boosters and FSU Alumni Association. In his free time, Alex enjoys exercising, spending time with family, and is a dedicated fan of his favorite sports teams.  Go Noles!

Phone (813) 343-3864
Fax (813) 701-9581