Serina serves as a Director, Wealth Advisor at Cresset. In this role, she partners with ultra-high-net-worth families to navigate sophisticated financial decisions and develop long-term, intentional wealth strategies. She is recognized for a thoughtful, relationship-driven approach and for helping bring clarity and structure to financial situations. Serina works with clients on the design and implementation of investment portfolios, with consideration for growth, risk, liquidity and tax efficiency. She collaborates closely with clients to develop comprehensive strategies that align investments with broader planning priorities, including tax, estate and multigenerational considerations.
Prior to joining Cresset, Serina was an Associate, Wealth Advisor at Berman Capital. She collaborated across investment, planning and advisory teams to support the delivery of integrated wealth management solutions tailored to each client’s unique circumstances. Earlier in her career, Serina worked at Forge Consulting, where she assisted in designing and implementing financial plans.
Serina earned a bachelor’s degree from Binghamton University and obtained her CERTIFIED FINANCIAL PLANNER™ designation in 2018 after completing coursework at the University of Georgia’s Terry College of Business. She lives in the Atlanta area with her husband and their two daughters. In her spare time, she enjoys supporting the Georgia Tech Yellow Jackets, volunteering with her church and exploring new restaurants with family and friends.