Paul Serie spent 12 years at TIAA-Cref as a financial advisor assisting individuals with their financial needs working at college universities, hospitals, and non-for-profits. Stony Brook University and Hospital served as a large concentration of client engagement for Paul. In March of 2022, Paul left TIAA to start his own wealth advisory firm – Serie Wealth Advisory; and 4 ½ years later, his company is thriving and serving the needs of clients all over the country.

On Sept 24 2026, Serie Wealth Advisory will be hosting a wine tasting and cocktail hour style event at Mirabelle Tavern to reconnect with friends and colleagues. Enjoy a selection of wines, food and conversation in a relaxed setting. This is not a sales seminar and whether you are already in retirement, approaching retirement or simply interested in staying informed about your financial future, I hope you’ll join us for an enjoyable evening.

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Securities offered through LPL Financial, Member FINRA & SIPC. Investment advisory services offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Serie Wealth Advisory and Stratos Wealth Partners are separate entities from LPL Financial.

Economic forecasts set forth may not develop as predicted and there can be no guarantee that strategies promoted will be successful. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Serie Wealth Advisory, 65 Hilton Ave, Garden City, NY