Senior Marketing Consultant
Serena is part of LPL's Strategic Wealth Services team, providing support and tailored marketing strategies to Veritas Legacy Wealth. She brings more than 15 years of traditional and digital marketing experience in insurance and financial services. Prior to joining LPL Financial, Serena led advisor marketing strategy at an insurtech startup, and spent more than a decade leading B2B customer marketing at a top U.S. insurer.
Serena resides in Smithsburg, Maryland, with her husband and their two children, along with a few pets. In her spare time she enjoys reading, trying new recipes, traveling, and hiking local trails.