Parallel Advisors, LLC
Elaina C. Serotte is a Principal at Parallel Advisors, LLC, since March 2018, specializing in wealth management and serving as a Certified Divorce Financial Analyst. With an extensive background in financial services, Elaina previously held the position of Business Development Principal at Golub Group, LLC, from January 2014 to January 2018, where responsibilities included creating referral sales channels and implementing strategic processes for client engagement. Earlier experience encompasses working as a Financial Advisor at MassMutual Financial Group from 2001 to 2014 and as a Sales Assistant at Morgan Stanley from 1999 to 2001. Elaina holds a Bachelor of Arts degree in Economics and Philosophy from the University at Albany.
This person is not in the org chart
Parallel Advisors, LLC
Parallel Advisors is a registered, independent wealth management firm. We specialize in active financial planning, solid portfolio construction, and mindful asset allocation designed to help individuals, families and trusts accomplish their financial goals. With offices in San Francisco, Dallas, Dayton, Durango, Honolulu, Oklahoma City, and Scottsdale, Parallel provides innovative, unrestricted and comprehensive solutions for our clients. Independent Mindset: As a registered investment advisor, Parallel has a fiduciary responsibility to work in our clients’ best interests. Unlike broker-dealers, Parallel has the freedom to choose investments and resources that best meet our clients’ objectives. Inclusive Implementation: Parallel's advisors work as a team and leverage our diverse expertise to offer well-balanced thinking and individualized service. We act as the key coordinator and point of contact with our clients’ accountants, estate planning lawyers, institutional money managers and other professionals to help ensure all of our clients’ finances are aligned with their goals. Innovative Approach: We flip the broker-dealer model on its head. Instead of relying solely on in-house resources and investments, we take a flexible, forward-thinking approach to serving our clients’ wealth management needs. From portfolio construction to due diligence, we select the industry partners we believe will enable us to make the right strategic decisions. This third-party network reinforces our commitment to independence and transparency. Our Key Capabilities: • Financial planning • Investment management • Investment manager due diligence • Retirement planning analysis • Philanthropic planning and evaluation • Institutional style bond and cash management • Portfolio analysis and comparison of investments and/or managers • Tax planning and preparation • Risk, insurance and annuity analysis • Research services • Intergenerational wealth transfer strategies