Lindsey Serrano

WORK HISTORY

EDUCATION

SKILLS

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.