Iris Serrano

Iris Serrano: Email & Phone Number

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Financial Advisor at HBKS Wealth Advisors|Fort Myers, Florida, United States

Position:

Financial Advisor at HBKS Wealth Advisors

Location:

Fort Myers, Florida, United States

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Last updated: 2026-07-03
Updated: 2026-07-03

Found email addresses for Iris Serrano:

Business emails:
i******o@hbkswealth.com
Personal emails:

Found phones for Iris Serrano:

+1-870-***-**34
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Work Experience 3 years

Financial Advisor at HBKS Wealth Advisors

Aug 2025 - Current

Board Treasurer at SOUTHWEST FLORIDA HISPANIC CHAMBER OF COMMERCE

Mar 2026 - Current

Advisor Associate at HBKS Wealth Advisors

Sep 2024 - Aug 2025

Client Support Specialist at HBKS Wealth Advisors

Nov 2023 - Sep 2024

Wealth Management Summer Intern at Morgan Stanley

Jun 2023 - Aug 2023

Iris Serrano started working in 2023, then the employee has changed 2 companies and 4 jobs. On average, Iris Serrano works for one company for 8 months.

Their professional focus is Analytical Skills, Customer Service, and Finance across 3 core areas.

Iris holds Certified Financial Planner (CFP), 2-15 Life, Health and Variable Annuities, and Series 65 certifications.

Education

Bachelor of Science at Florida Gulf Coast University

Frequently Asked Questions

SignalHire found verified email addresses for Iris Serrano, both business and personal. Their business email is i**********o@morganstanley.com, and personal emails include i***********4@eagle.fgcu.edu.
SignalHire found multiple verified phone numbers for Iris Serrano: +1-480-***-**28, and +1-870-***-**34.
You can reach Iris Serrano through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.
Iris Serrano has 3 years of professional experience. They have held roles including Board Treasurer, Advisor Associate, and Client Support Specialist at companies such as SOUTHWEST FLORIDA HISPANIC CHAMBER OF COMMERCE, HBKS Wealth Advisors, and HBKS Wealth Advisors. Their education includes Bachelor of Science from Florida Gulf Coast University.
Yes. Iris Serrano's SignalHire profile was last updated on 3 July 2026, reflecting their current position as Financial Advisor at HBKS Wealth Advisors in Erie, Pennsylvania, United States.

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