Ft Myers, FL Office

Iris Serrano is a financial advisor with HBKS Wealth Advisors in Ft Myers, FL, holding a Series 65 credential and one year of industry experience. Prior to joining HBKS, she worked at JP Morgan Chase Bank and Morgan Stanley in 2023 and attended Florida Gulf Coast University from 2019 to 2023. HBKS Wealth Advisors serves individual clients, retirement plans, and institutional clients, offering personalized investment management, financial planning, and pension consulting. The firm employs a variety of strategies and manages accounts on a discretionary basis, utilizing proprietary model portfolios and multiple platform arrangements.

Kerri Goldsmith is a Series 66-credentialed financial advisor with HBKS Wealth Advisors in Ft. Myers, FL, where she has worked since 2014. She has 14 years of industry experience and has also been associated with Purshe Kaplan Sterling since 2011. Goldsmith serves on the Advisory Board of Trustees for the American Advertising Federation SWFL and is a board member of the Calusa Waterkeeper nonprofit organization. HBKS Wealth Advisors serves individual, retirement plan, and institutional clients with personalized investment management and financial planning. The firm employs a variety of strategies and manages assets primarily on a discretionary basis, while offering additional services such as pension consulting and a dedicated high-net-worth service branded as Level 3.