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Ricardo D
Series 63, Series 65
Sarasota, FL
Insight Family Financial
Ricardo Donalexis is a financial advisor at Insight Family Financial with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including PlanMember Securities Corporation and Axa Advisors. Outside of financial advising, he has experience working as a bartender at 7eventh Sun Brewing in Dunedin, Florida. Insight Family Financial serves individuals and high-net-worth clients with services including asset management, tiered wealth management, financial planning, employer financial-wellness programs, and ERISA plan services. The firm employs a goals-based investment approach using fundamental analysis, asset allocation, low-cost ETFs, and tax-aware management, offering both discretionary and non-discretionary management options.
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