Danville, KY Office

Team
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Resurgent Advisors

Team

Firm-wide stats for Resurgent Advisors

Total advisors

6

Across 5 offices

Clients per advisor

63 Typical

Avg AUM per client

$924,039 Typical

HNW client ratio

22% Low

About

Resurgent Financial Advisors is a seven-advisor team managing roughly $355 million that serves individuals and families, high net worth clients, trusts, estates, charitable organizations, corporations and other business entities. The firm provides financial planning, ongoing investment management, analysis and monitoring, and also advises on legacy positions, retirement planning, tax optimization and cash flow planning.

Investment decisions are guided primarily by fundamental analysis and implemented through mutual funds, ETFs, selected Sub‑Advisors, and, where appropriate, individual securities, REITs and privately placed alternative investments. Resurgent manages accounts on both a discretionary and non‑discretionary basis, develops investment policy statements with clients, and offers participant account management for held‑away employer retirement plan accounts using the third‑party Pontera platform.

Compared with many peer teams, Resurgent maintains a multi‑office footprint (ten offices) and has recently disclosed material changes in its ADV, including an update to its main office and the addition of Participant Account Management Services. The brochure also notes the firm’s use of Sub‑Advisors and the firm’s advisors’ capacity to sell insurance products, which may introduce additional compensation streams that clients should consider.

Based on Resurgent Advisors

Expertise

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments

Based on Resurgent Advisors

Location

301 W. Main Street

Danville KY 40422

Advisors at this office

2

Advisors at this office

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George P

Series 63, Series 65

Danville, KY

Resurgent Advisors

George Perros is a financial advisor with Resurgent Financial Advisors LLC, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. His prior roles include positions at Comprehensive Asset Management & Servicing, Inc. and Encompass Financial Advisors LLC. Outside of advising, he serves as the mayor of Danville, KY, a role he has held since 2015. Resurgent Financial Advisors serves individuals, families, trusts, estates, charitable organizations, and business entities by providing financial planning and investment management services tailored through fundamental analysis and ongoing portfolio monitoring. The firm manages assets using mutual funds, ETFs, and independent Sub-Advisors on both discretionary and non-discretionary bases.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
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Rebecca B

Series 65

Danville, KY

Resurgent Advisors

Rebecca Bowling is a Series 65-licensed financial advisor with two years of industry experience. She is currently with Resurgent Advisors and has prior experience at Edward Jones Investments. Outside of financial advising, she is involved with Burkmann Nutrition. Resurgent Financial Advisors is a seven-advisor team managing approximately $355 million for individuals, families, high net worth clients, trusts, estates, charitable organizations, corporations, and other business entities. The firm offers financial planning, investment management, and advisory services guided by fundamental analysis and utilizes mutual funds, ETFs, Sub‑Advisors, individual securities, REITs, and alternative investments.

Retirement income strategy Charitable giving & philanthropy Real estate investing Private / alternative investments
View complete list of advisors at this office
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