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ABOUT US | Steve "Rex" Rexroad CFP®,ChFC, CLU



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Steve or "Rex" moved to Wilmington, NC in 1985. After graduating from Bob Jones University, he taught in a local high school. In 1989, he pursued his desire to be an entrepreneur and he began his private practice in financial services. In 1993, he moved to Raleigh, NC and became a managing partner of AXA Advisors, LLC. After 4 years, he returned to Wilmington and to his private practice.

His practice is marked by his passion for determining the goals of his clients and designing creative strategies to meet these goals. He is consultative in his approach. Education is a critical component of his style. He believes that clients are able to implement the strategies, only if they understand the strategies. "It can be confusing to understand the financial world, yet it is imperative to be able operate in it. This is why most people seek a financial guide", says Rex. He understands that his clients have lives that are filled with all sort of activities other than Wall Street. He provides guidance through the financial maze of choices that exist in today's complex financial world. Rex explains, "Each of my clients are very unique, but they all share one characteristic—the desire to be financially secure."

Although Rex spends a great deal of time in his business activities, he also has a personal life. He married Terri in 1987 and they rear 3 children: Van, Victoria and Clay. He is active in many community events : church, Rotary, Boy Scouts and children sports events. He loves golf and tennis, though he admits to "rookie" status. Boating and other water activities at Lake Waccamaw occupy much of the family's summer time. He loves the Wilmington area and believes it to be the premier place to combine business and personal pleasures.

 

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