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Lindsey Serrano Email & Phone Number
Senior Wealth Consultant
at
Mariner Wealth Advisors
1 work email found
@marinerwealthadvisors.com
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✓ Verified May 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Wealth Consultant
Location
Santa Barbara, California, United States
Who is Lindsey Serrano? Overview
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Quick answer
Lindsey Serrano is listed as Senior Wealth Consultant at Mariner Wealth Advisors, based in Santa Barbara, California, United States. AeroLeads shows a work email signal at marinerwealthadvisors.com and a matched LinkedIn profile for Lindsey Serrano.
Lindsey Serrano previously worked as Senior Wealth Consultant at Mariner and Founder, Art as an Asset Series at Mariner Wealth Advisors As Sponsor. Lindsey Serrano holds Doctor Of Law - Jd, International from University Of Kansas School Of Law.
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{first}.{last}@marinerwealthadvisors.com
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Profile bio
About Lindsey Serrano
I work as a Senior Wealth Consultant at Mariner Wealth Advisors, where my focus is on new business development. I work with individuals, families, foundations and family offices to position them with an advisory team best suited to help them achieve their long-term wealth goals. I have more than 30 years of experience in business development roles in the corporate, real estate and non-profit sectors. Prior to joining Mariner Wealth Advisors, I was Dir. of Major and Planned Gifts at The Nelson-Atkins Museum of Art where I worked closely with families and foundations in planning their philanthropic gifts. At Mariner, I draw from experience working with donors, listening to their needs and developing strategies to help them achieve their long-term objectives and goals. I've served in sales and business development capacities utilizing creative, "out of the box" strategies to expand existing relationships, create new markets and achieve challenging revenue goals - all with a focus on the needs of the client/donor. All of the entities I've had the pleasure of working with have shared a fast-paced and demanding work environment. The core of my work has always been focused on developing and cultivating strong, long-term relationships with individuals and organizations who trust and rely on my expertise, experience and integrity.My Juris Doctorate from the University of Kansas School of Law provides a unique perspective and great foundation for helping clients.I have passed the Series 65 exam. I split my time living in Mission Hills, KS and our second home in Santa Barbara, CA. As Mariner has grown exponentially since I started with the firm, I am enjoying working with our advisors across Mariner's offices in California to position prospective clients with our talented group of advisors serving clients across the west coast.
Listed skills include Business Development, Strategic Planning, Fundraising, French, and 22 others.
Current workplace
Lindsey Serrano's current company
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10 roles
Lindsey Serrano work experience
A career timeline built from the work history available for this profile.
Senior Wealth Consultant
CurrentMariner Wealth Advisors is an national wealth advisory firm that has earned a reputation for providing unbiased financial advice focused on meeting client needs. The firm’s expert wealth advisory teams help clients achieve and maintain financial peace of mind – preserving the wealth they have created and building a legacy for future generations of family.
Nov 2016 - Present
Founder, Art As An Asset Series
Mariner Wealth Advisors As Sponsor
Art as an Asset grew out of a shared desire to provide art collectors with in-depth expertise relative to their collections and tailored to their needs. Bringing collectors together in an informal setting to share the power and impact of art among professionals dedicated to helping them make informed decisions relative to this investment is our goal for.
Jan 2018 - Mar 2020
Director, Major And Planned Gifts
- Identify, cultivate and solicit major gifts from a portfolio of individual donors, including the execution of agreements related to art acquisition, exhibition support, and restricted/unrestricted support across the.
- Research and identify new prospects (foundation, individual and corporate) to pursue for financial support across a myriad of the museum’s in-budget funding priorities (major exhibitions, rotations, conservation.
- Oversee planning and execution of upper-level development events associated with major exhibition openings as designed to serve our top donors (individual and corporate), special guests, exhibition lenders and.
- Manage all aspects of the Museum’s planned giving program, including cultivation of The William Rockhill Nelson Society’s membership through carefully designed programs that steward this group while targeting potential.
- Customize development plans specific to the Museum’s major art exhibitions including the management and cultivation of the “Honorary Committee”- the inner circle of corporate and individual donors providing support.
- Manage the “Advocates Program”: an exclusive, invitation-only annual program which cultivates top prospects through a series of behind-the-scenes classes designed to steward participants to new levels within the Museum.
Sep 2012 - Oct 2016
Sales Associate
Member of Total Team of Prudential Realty of Kansas City; Hallbrook Office; Consistently ranked as one of top teams across PruKC's network of agents.
May 2003 - Sep 2012
Contract Attorney
Baker Sterchi Law Firm; Wagstaff & Cartmell Law Firm
- Conducted e-discovery across multiple languages on behalf of a major, international pharmaceutical client following a complicated protocol of review. (Baker Sterchi)
- Conferred with key litigators in-house on a 2x weekly basis to discuss strategy for e-discovery and to modify the protocol for discovery as needed based on changes in strategy or Plaintiff’s requests for production of.
- Review Plaintiff’s medical records and reports to confirm necessary causation for claim against major pharmaceutical client. (Wagstaff & Cartmell)
- Work against tight deadlines across multiple databases and programs to review and record 3000+ Plaintiff’s claims in preparation for settlement distribution.
Aug 2010 - Jun 2011
Managing Director Of New Media
Charged with online sales and business development for Atlantic Syndication's syndicated content (including Universal Press Syndicate+Tribune Media Services+Wash. bureau+London's ASP office) in all non-US territories. Attended international trade shows and traveled abroad to ASP's London office; Managed online sales for all non-US based Web site and online.
May 2000 - May 2001
Director Of Business Development
Negotiated high-level business partnerships with creators and digital publishers; Drafted and reviewed legal documents including unique digital agreements, intellectual property/rights transactions, online licensing, and complex sales agreements involving content from 100+ syndicated creators.
Dec 1999 - May 2000
Sales Executive;Universal New Media
Created new markets for Universal Press Syndicate's syndicated creator base in the non-newspaper market online; Negotiated to successful conclusion animation deals, licensing deals as well as unique online syndication contracts with destination sites for major online industry leaders. Created new revenue base for UPS' creators in the online market and for.
May 1996 - May 1999
International Channel Manager
Compuspeak International
Assisted the Director of International with the creation of a new international market for CompuSpeak's wireless voice recognition devices by establishing a network of Value Added Resellers across the world to distribute/sell their product line to end users in their countries.
May 1993 - May 1996
5 education records
Lindsey Serrano education
Doctor Of Law - Jd, International
University Of Kansas School Of Law
Bachelor’S Degree, French Literature; History Of Art
The University Of Kansas
Art History
Université Joseph Fourier (Grenoble I)
French Language&Grammar
University Of Paris I: Panthéon-Sorbonne
Education record
Sm East
FAQ
Frequently asked questions about Lindsey Serrano
Quick answers generated from the profile data available on this page.
What company does Lindsey Serrano work for?
Lindsey Serrano works for Mariner Wealth Advisors.
What is Lindsey Serrano's role at Mariner Wealth Advisors?
Lindsey Serrano is listed as Senior Wealth Consultant at Mariner Wealth Advisors.
What is Lindsey Serrano's email address?
AeroLeads has found 1 work email signal at @marinerwealthadvisors.com for Lindsey Serrano at Mariner Wealth Advisors.
Where is Lindsey Serrano based?
Lindsey Serrano is based in Santa Barbara, California, United States while working with Mariner Wealth Advisors.
What companies has Lindsey Serrano worked for?
Lindsey Serrano has worked for Mariner Wealth Advisors, Mariner, Mariner Wealth Advisors As Sponsor, The Nelson-Atkins Museum Of Art, and Prudential Kansas City Realty.
How can I contact Lindsey Serrano?
You can use AeroLeads to view verified contact signals for Lindsey Serrano at Mariner Wealth Advisors, including work email, phone, and LinkedIn data when available.
What schools did Lindsey Serrano attend?
Lindsey Serrano holds Doctor Of Law - Jd, International from University Of Kansas School Of Law.
What skills is Lindsey Serrano known for?
Lindsey Serrano is listed with skills including Business Development, Strategic Planning, Fundraising, French, Expertise Relative To Major Philathropic Gifts With Passion And Purpose, Contract Negotiation, Sales, and Leadership.
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