Felix R Serrano, CFP®, JD

Senior Vice President

Felix, a Certified Financial Planner, comes to us with over a decade of experience, most recently as a Wealth Manager at Merrill Lynch in NYC. Prior to starting his career in financial services, Felix attended Quinnipiac University School of Law, where he earned a degree in Law. Felix is a lifelong resident of Fairfield County, and will work at our headquarters in Westport, CT. Felix will continue to serve as his clients' trusted advisor; providing comprehensive financial planning with a specialization in liability management, asset protection and investment advisory. We are excited to add Felix's significant capabilities to the existing talent base of our firm.