Heather Serna, CFP®, is a Senior Wealth Advisor at Citibank. They previously held positions as a Private Banker at Wells Fargo from 2018 to 2021, a Financial Advisor at Wells Fargo Advisors from 2021 to 2025, and a Registered Associate at Morgan Stanley from 2016 to 2018. Heather also worked as a Service Officer at HSBC from 2010 to 2012, and served as a Relationship Manager Associate at Citi. They are currently pursuing a Bachelor's degree in International Business at Florida International University.
Location
United States
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