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Quotient Wealth Partners works with corporate executives, retirees, and families to help protect and grow their wealth. Schedule a complimentary consultation to explore if our comprehensive approach aligns with your needs.

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Bryan Serrano

Client Service Specialist

Bryan Serrano

Bryan Serrano is a Client Service Specialist at Quotient Wealth Partners, where he supports advisors and clients with account openings, onboarding, asset transfers, and investment coordination. He works closely with third-party money managers to help ensure efficient and accurate service. Bryan is pursuing a Bachelor’s degree in Business at Strayer University to further develop his skills and advance his career in the financial industry.

Outside of work, he enjoys golfing, spending time outdoors, volunteering at Community Life Church, and being with his wife, Karis, and their daughters, Grace and Elise.

Contact Information

Phone:

(469) 912-2850

Email

bryan.serrano@quotientwealth.com

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