Betsy Serafin

Betsy Serafin

Senior Registered Client Associate

 

Betsy Serafin is a Senior Registered Client Associate with Harbor Financial Group.  She began her career with Morgan Stanley in Greensboro, NC and has worked in the financial services industry for 15 years. Betsy moved to Charleston in 2011 and worked for Wells Fargo Advisors prior to joining Harbor Financial Group.  She holds a Series 7 and a Series 66 registration.

Betsy works with our Financial Advisors to deliver a high level of service to our valued clients.  She focuses on client reporting and using the Envision® plan, our investment planning software.

She is a graduate of High Point University with a bachelor’s degree in Education.

Betsy lives in West Ashley and has 2 grown children. In her free time she enjoys painting, gardening, traveling and studying the history of Charleston’s architecture and antiques.

 

Envision® is a registered service mark of Wells Fargo & Co. and is used under license