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Lauren M. Serrano

Chief Administrative Officer

Phone:

(205) 967-9595

Email:

Lserrano@straussfinancial.com

Professional Background

Prior to joining Strauss Financial Group as Operations Manager in 2018, Lauren worked in the financial services industry for 7 years with a focus on operations, administration, and client relations. Lauren strives to build long-lasting, trust-centered relationships with our clients and cherishes every opportunity to offer knowledge or assistance.

 

Lauren has been invited to speak at various industry events on subjects such as “Connecting with the Millennial Generation", “Prospecting vs. Marketing”, and "Administrative Excellence."

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Personal

  • Lauren's best friend is her son, Grayson, who wants to "be a dump truck" when he grows up.

  • She is originally from Cleveland, Ohio, and has lived in Birmingham, AL since 2002.

  • She spends a lot of her free time outdoors with her son and her German Shepherd, Zelda.

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Fee Structure: Strauss Financial Group, Inc. provides fee-based investment services.

This website is solely for informational purposes.  Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal. No advice may be rendered by Strauss Financial Group unless a client service agreement is in place. A copy of SFG’s current Form ADV II (Disclosure Brochure) and Form ADV III (CRS) discussing our
business operations, services, and fees is available from Strauss Financial Group upon written request or you can access the information at IAPD. No mobile information will be shared with third parties/affiliates for marketing/promotional purposes. All the above categories exclude text messaging originator opt-in data and consent; this information will not be shared with any third parties.

Investment Advisory Services provided by a Registered Investment Advisor

© 2020 by Strauss Financial Group, Inc.

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