RAN REGEV ChFC®, CFP®
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Ran Regev is a founding member of Regev Financial Group (RFG) and brings over 20 years of financial planning experience to the firm.
His career has specialized in servicing a wide range of demographics, specifically Florida Retirement Services (FRS) participants, medical professionals, professional athletes and high net worth executives while utilizing the most advanced and dynamic financial planning, risk & investment management platforms available.
Prior to RFG, Ran was a Managing Sales Director at MetLife where he focused on managing the largest sales unit in the firm while achieving individual conference level production.
Ran is a Certified Financial Planner ®, Chartered Financial Consultant ® and holds securities registration series 7, series 66 & series 24 licenses. He served in the Israeli Defense forces as an infantry soldier and was later commissioned as an officer in the Israeli Airforce and Intelligence corps completing his four year service ranked Lieutenant.
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TERI BOATMAN*
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Teri became an invaluable member of this team while at MetLife. She provides executive new business and client servicing. She manages all things necessary so the others can focus on what they do best.
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She embraces all challenges and is most satisfied when finding solutions. She’s our ‘go to’ person for all things large and small that make a difference. She’s an expert collaborator and enjoys clearing the path and meeting challenges. Her years of management where expert individual knowledge coupled with amazing teamwork during her 23 years at American Express provide a wealth of experience to leverage and build upon. A great day for Teri continues to be a day filled with progress and new opportunities.
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Past accomplishments include:
Outstanding Performance Achievement – American Express – 2006-2001, 1994
Six Sigma Black Belt – American Express
MBA/Technology – Nova Southeastern - Summa Cum Laude
BS/CIS (Computer Information Science) – Nova Southeastern University - Magna Cum Laude
Microsoft UDB & SQL Server Database Administration on Windows, Unix & Linux platforms
UDB/DB2 Database Administration on IBM S/390
Passions:
Being there for friends and family
Turtle Hatchling Rescue
Exposure to the opportunity for Financial Success for everyone
Pursuit of balance in life – body, mind & soul – do what you love. love what you do
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*Not registered or affiliated with Osaic Wealth, Inc.
DAN MORR* MBA, JD
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Dan has one goal in mind and that is stengthening and protecting our clients' finances with the utmost integrity and consistency. For over 40 years, Dan has identified strategies to help meet our ultra high net worth clients' financial objectives.
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Upon completing his JD, Dan moved to the US in teh late 1960's and completed an MBA at Florida International University.
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Dan was a successful Financial Advisor with MetLife (1997-2013), becoming an expert in Disability Insurance and establishing himself as an authority, working with dental professionals.
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*Not registered or affiliated with Osaic Wealth, Inc.
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RITA BENARROCH*
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Rita is a founding member of Regev Financial Group, where she plays a key role in crafting the company’s marketing strategies. She is a committed guardian of everything that drives the company to new heights. With a multifaceted approach, she ensures that all forms of communication, strategies, and products align with the overall vision of the company.
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Her enthusiasm is rooted in strategic operations, as she actively engages in blending the finest elements together to create a cohesive and effective outcome.
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*Not registered or affiliated with Osaic Wealth, Inc.