Advisor Associate
Current
Sep 2024 - Present
AeroLeads people directory · profile
Iris Serrano Email & Phone Number
Advisor Associate at HBKS Wealth Advisors
at
HBKS Wealth Advisors
1 work email found
@morganstanley.com
LinkedIn matched
✓ Verified July 2026
4 data sources
Profile completeness 86%
Current company
Role
Advisor Associate at HBKS Wealth Advisors
Location
Fort Myers, Florida, United States
Company size
Who is Iris Serrano? Overview
A concise factual answer block for searchers comparing this professional profile.
Quick answer
Iris Serrano is listed as Advisor Associate at HBKS Wealth Advisors at HBKS Wealth Advisors, a with 75 employees, based in Fort Myers, Florida, United States. AeroLeads shows a work email signal at morganstanley.com and a matched LinkedIn profile for Iris Serrano.
Iris Serrano previously worked as Advisor Associate at Hbks Wealth Advisors and Client Support Specialist at Hbks Wealth Advisors. Iris Serrano holds Bachelor Of Science, Finance And Financial Services from Florida Gulf Coast University.
Company email context
Email format at HBKS Wealth Advisors
This section adds company-level context without repeating Iris Serrano's masked contact details.
{first}.{last}@morganstanley.com
86% confidence
AeroLeads found 1 current-domain work email signal for Iris Serrano. Compare company email patterns before reaching out.
Profile bio
About Iris Serrano
Iris Serrano is an Advisor Associate in the HBKS® Wealth Advisors office in Fort Myers, Florida and has been with the firm since November 2023. She graduated from Florida Gulf Coast University with a Bachelor of Science in Finance and a Concentration in Financial Services. Iris has passed her Series 65 examination and has passed the CFP® examination in November of 2024. Iris is incredibly ambitious, hardworking, and always striving to learn and widen her knowledge. She is able to work well both in a team environment as well as taking her own initiative. Looking to connect with others in the Finance and similar industries.
Current workplace
Iris Serrano's current company
Company context helps verify the profile and gives searchers a useful next step.
Hbks Wealth Advisors
3 roles
Iris Serrano work experience
A career timeline built from the work history available for this profile.
Client Support Specialist
Nov 2023 - Sep 2024
Wealth Management Summer Intern
Jun 2023 - Aug 2023
Team & coworkers
Colleagues at HBKS Wealth Advisors
Other employees you can reach at hbkswealth.com. View company contacts for 75 employees →
MM
Mark Manly
Colleague at Hbks Wealth AdvisorsBuffalo-Niagara Falls Area, United States
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KH
Kandy Hillan
Colleague at Hbks Wealth AdvisorsJupiter, Florida, United States
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SR
Steven Rinn, Cfp®
Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States
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AG
Amy Gant
Colleague at Hbks Wealth AdvisorsNaples, Florida, United States
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JH
Jerry Hall
Colleague at Hbks Wealth AdvisorsFredonia, New York, United States
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RD
Rod Diaz, Crps, Aifa
Colleague at Hbks Wealth AdvisorsPittsburgh, Pennsylvania, United States
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RM
Richard Morrow, Cpa, Cfp
Colleague at Hbks Wealth AdvisorsUnited States
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KS
Kristyn Singleton
Colleague at Hbks Wealth AdvisorsNorth Lima, Ohio, United States
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JL
Jennifer Lee
Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States
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SC
Scott Cross
Colleague at Hbks Wealth AdvisorsErie-Meadville Area, United States
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Mark Manly
Colleague at Hbks Wealth AdvisorsBuffalo-Niagara Falls Area, United States
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KH
Kandy Hillan
Colleague at Hbks Wealth AdvisorsJupiter, Florida, United States
View →
SR
Steven Rinn, Cfp®
Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States
View →
AG
Amy Gant
Colleague at Hbks Wealth AdvisorsNaples, Florida, United States
View →
JH
Jerry Hall
Colleague at Hbks Wealth AdvisorsFredonia, New York, United States
View →
RD
Rod Diaz, Crps, Aifa
Colleague at Hbks Wealth AdvisorsPittsburgh, Pennsylvania, United States
View →
RM
Richard Morrow, Cpa, Cfp
Colleague at Hbks Wealth AdvisorsUnited States
View →
KS
Kristyn Singleton
Colleague at Hbks Wealth AdvisorsNorth Lima, Ohio, United States
View →
JL
Jennifer Lee
Colleague at Hbks Wealth AdvisorsErie, Pennsylvania, United States
View →
SC
Scott Cross
Colleague at Hbks Wealth AdvisorsErie-Meadville Area, United States
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1 education record
Iris Serrano education
FAQ
Frequently asked questions about Iris Serrano
Quick answers generated from the profile data available on this page.
What company does Iris Serrano work for?
Iris Serrano works for HBKS Wealth Advisors.
What is Iris Serrano's role at HBKS Wealth Advisors?
Iris Serrano is listed as Advisor Associate at HBKS Wealth Advisors at HBKS Wealth Advisors.
What is Iris Serrano's email address?
AeroLeads has found 1 work email signal at @morganstanley.com for Iris Serrano at HBKS Wealth Advisors.
Where is Iris Serrano based?
Iris Serrano is based in Fort Myers, Florida, United States while working with HBKS Wealth Advisors.
What companies has Iris Serrano worked for?
Iris Serrano has worked for Hbks Wealth Advisors and Morgan Stanley.
Who are Iris Serrano's colleagues at HBKS Wealth Advisors?
Iris Serrano's colleagues at HBKS Wealth Advisors include Mark Manly, Kandy Hillan, Steven Rinn, Cfp®, Amy Gant, and Jerry Hall.
How can I contact Iris Serrano?
You can use AeroLeads to view verified contact signals for Iris Serrano at HBKS Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Iris Serrano attend?
Iris Serrano holds Bachelor Of Science, Finance And Financial Services from Florida Gulf Coast University.
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