Citi Adds Heather Serna to Its Miami Team as Senior Wealth Advisor

Joins from Wells Fargo

Date: 09 May 2025 · 14:42

Citi has added Heather Serna to its Miami team as a Senior Wealth Advisor, joining from Wells Fargo. She will be based at the U.S. bank’s Pinecrest branch

At Wells Fargo, Serna served as a Private Banker and Financial Advisor. Previously, she held roles at Morgan Stanley and HSBC

This is her second time working at Citi: from 2012 to 2016, she was a Relationship Manager Associate at the bank

Citi has added Heather Serna to its Miami team as a Senior Wealth Advisor. She will be based at the bank’s Pinecrest branch.

“I’m pleased to announce that we have a new Senior Wealth Advisor joining our Citigold team in Miami: Heather Serna,” wrote David Poole, Head of U.S. Wealth Management at Citi, in a LinkedIn post on his personal profile.

“Heather joins us from Wells Fargo and is a Certified Financial Planner, dedicated to helping clients build and preserve their wealth,” he added.

At Wells Fargo, Serna served as a Private Banker and Financial Advisor. Prior to that, she held positions at Morgan Stanley and HSBC. This marks her second time working at Citi: from 2012 to 2016, she was a Relationship Manager Associate at the bank.

Heather Serna holds a degree in International Business from Florida International University. She is a Certified Financial Planner (CFP) and holds FINRA Series 7 and 66 licenses.

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