Iris Serrano
Financial Advisor at Hbks Wealth Advisors
Based in Fort Myers, United States
7-day free trial · no credit card
Seniority
Staff
Department
Finance & Accounting
Location
Fort Myers
Industry
Financial Services
Company size
120
Contact information
Reveal Iris's email and phone
Direct contact data is gated. Sign up and reveal. You only pay for verified records.
i•••••••@hbkswealth.com
Phone
5 credits+1 ••• •••• ••••
You only pay for valid records. Bounced emails and disconnected numbers cost nothing.
Background
About Iris Serrano
Iris Serrano is a Financial Advisor at HBKS® Wealth Advisors in Fort Myers, Florida, where she has been supporting clients and Senior Financial Advisors since 2023. She earned her Bachelor of Science in Finance with a Concentration in Financial Services from Florida Gulf Coast University. Iris has successfully passed the Series 65 exam, Life, Health and variable exam, and the CFP® examination, demonstrating her strong commitment to professional excellence in financial planning and advisory services. She is bilingual in English and Spanish, allowing her to serve a broader, more diverse client base with clarity and confidence. Known for her ambition, strong work ethic, and eagerness to continuously learn, Iris thrives in both collaborative team settings and independent roles. She is passionate about building meaningful connections within the community and is always open to new opportunities for growth and professional networking.
Decision-makers
Other people at Hbks Wealth Advisors
- PGManager
Patrick Gano
Retirement Plan Manager - Mid-atlantic · Finance & Accounting
- JMStaff
Jessica Morrow
Financial Advisor · Finance & Accounting
- MBStaff
Michael Brown
Client Support Specialist · Customer/Client Service
- VAStaff
Victoria Avila
Advisor Associate · Finance & Accounting
- RHStaff
Ryan Hawk
Financial Advisor · Finance & Accounting
Build a list of verified contacts at Hbks Wealth Advisors
Free for 7 days · 50 credits · no card · only pay for verified records.
Reach more buyers like Iris
250M+ professionals with verified email and phone. You only pay for records that actually verify.
7-day trial · no credit card · cancel anytime