Ruby Serna

For more than 20 years, I’ve had the privilege of helping women, families, and business owners pursue their financial goals with clarity and confidence. As a Financial Advisor with the Bank of America and Merrill family, I am dedicated to empowering women to take control of their financial lives and build the futures they envision. Throughout my career, I’ve seen how meaningful it is when women have a trusted partner by their side—whether planning for retirement, navigating major life decisions, or growing a business. My passion lies in making financial planning and investment management approachable, personalized, and supportive, no matter where someone is starting from. From celebrating when a client retires earlier than she ever imagined, to guiding families through important financial conversations, to helping women entrepreneurs plan their next big step, I’m honored to be part of each client’s journey. My mission is simple: to be a resource, advocate, and partner for women seeking financial confidence and long‑term success.