Serena Sneeringer
Financial Advisor
Focus
As a Financial Advisor I know that each person has their own individual vision for their financial future. My focus is to work with my clients to help refine that vision and build a comprehensive plan to help build, manage, preserve, and transition their wealth, achieve their goals and gain confidence around the financial decisions they are making at every stage of life.
Background and experience
With over 12 years of experience in the financial services industry, I enjoy the challenge and complexity of investment planning and work with successful individuals, families, women, business owners and nonprofit foundations and endowments.
After graduating from the University of Texas at Austin, I began my career in business with roles in marketing and management before joining Wells Fargo Advisors in 2014.
When working with my clients, I take a comprehensive approach to wealth management and focus on the four cornerstones of wealth management, including investments, liability management, risk management, and providing access to trust, estate, and fiduciary services. I prioritize understanding of each person’s current financial situation, risk tolerance, and long-term objectives. This allows me to create personalized investment strategies and comprehensive plans that align with their unique needs.
Away from the office
I am a Texas native and live in Houston with my husband, Corey, and our daughter, Olivia and enjoy spending as much time as I can with them.
I am actively involved in my community. I have previously served on the Foundation Board for the Rotary Club of West-U. Currently I am on the Steering Committee with the Women of Wardrobe. I am passionate about supporting organizations such as The Women's Home and Star of Hope, and I recently participated in the Houston Half Marathon to raise funds for Dress for Success Houston.
In my free time, I enjoy staying active through running and fitness training. I have completed several 5Ks and even completed my first half marathon in 2021. I also enjoy yoga and exploring my creative side through photography. Mindfulness and meditation are important aspects of my life, as they help me live with intention and maintain a healthy mindset.