The PRISM Group of North Florida, Inc.
225 Water St., Suite 1235, Jacksonville, FL 32202 • 904.596.7904 theprism-group.com
PRISM Group’s Core Values
Integrity: We provide professional services with the highest level of integrity. Our manner is one that is fair and reasonable to our clients and partners. We shall disclose any conflicts of interest in providing our services. We respect our client’s confidentiality.
Excellence: We provide our service to clients with uncompromising professionalism. Our partners and associates are professionally educated and credentialed, maintaining the necessary knowledge and skills to completely provide innovative strategic advice.
Service: We diligently provide our services in a prompt and thorough manner to exceed our client’s expectations. We understand that frequent, open communication is an integral component to world-class service.
Roberto Costa, CFP,® AEP, CAP
Bert received his bachelor’s in business administration from The Florida State University; his master’s in financial services from The American College in Bryn Mawr, Pennsylvania; and a certificate in retirement planning from The Wharton School of the University of Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ professional (CFP®), Accredited Estate Planner (AEP) and Chartered Advisor in Philanthropy (CAP). His areas of focus include asset protection, investment advisory services and estate and charitable planning strategies. He was president of the Jacksonville Semper Fidelis Society in 2002, the Financial Planning Association of Northeast Florida in 2003 and the San Jose Country Clubin 2007 and 2008.
Alexander P. Cooper
Alex received his Bachelors in Business Administration with a major in Management from The University of Florida and is currently a candidate for the CERTIFIED FINANCIAL PLANNER™ professional designation. Since 2007, he has used his expertise in helping clients make sense of their financial goals and objectives. Alex focuses on providing investment, life insurance and retirement planning strategies to professionals, executives, business owners and growing families. He was president of the CSX Toastmasters International organization in 2011 and is currently the president of the Jacksonville Young Executive Board.
Client Relationship Manager
Susan is originally from Roanoke, Virginia. She joined the Jacksonville branch of AXA Advisors, LLC in March of 2003 serving as a District Manager assistant which included responsibilities for new hire documentation and transitioned to working with The Prism Group as Client Relationship Manager. Susan’s experience and knowledge of the financial services industry is extensive, as she was with Merrill Lynch for 16 years prior to joining AXA. Her responsibilities at Merrill included various positions from operations to Assistant Mortgage and Credit Specialist. Susan’s responsibilities for The PRISM Group include client relations and service along with operations and processing of account and policy documents. She is Series 7 licensed.
The named individuals offer securities and investment advisory services through AXA Advisors, LLC (NY, NY 212-314-4600), member FINRA, SIPC. Insurance and annuity products are offered through AXA Network, LLC and its subsidiaries. The Prism Group is not a registered investment advisor and is not owned or operated by AXA Advisors or AXA Network.
CFP® and Certified Financial Planner™ are certification marks owned by the Certified Financial Planner Board of Standards, Inc.
These marks are awarded to individuals who successfully complete the CFP® Board’s initial and ongoing certification requirements. ACS 87129. 7/15