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portrait of Serena Ostrowsky
FINANCIAL ADVISOR

Serena Ostrowsky

CRPC™
151 Sawgrass Corners Drive, Suite 200, Ponte Vedra Beach, FL 32082opens in a new window
CallSend Me a Message

About Serena

Our office listens with purpose and integrity to provide a holistic, life-centered financial strategy so that my clients feel encouraged, motivated and confident in pursuing all their aspirations. I do this by providing various services in understanding your needs regarding insurance, taxes, investments, retirement, estate considerations and behavioral finance.

My recent certification as a Chartered Retirement Planning Counselor™ professional highlights my skills to competently provide the service to those approaching or living in retirement. My background and master's in education as a counselor underlines my ability to ask the right questions and listen intently to ensure we are working together...

Focus Areas

  • Divorce Finances
  • Teachers and Professors
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Charitable Giving
  • Estate & Legacy Strategies

Work History

  • Edward JonesJuly 2018 to Current

Certifications

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of North FloridaMaster of Education

Personal Interests

  • Volunteering
  • Pickleball
  • Camping
  • Personal Fitness
  • Yoga

Team Members

  • Lisa Binder
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat By Appointment Only
Sun Closed

Phone

(904) 285-9898

Fax

(888) 290-0516

Office Address

151 Sawgrass Corners Drive
Suite 200
Ponte Vedra Beach, FL 32082opens in a new window

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