Jordan Sereno
Partner – Senior Wealth Advisor

Jordan.Sereno@valleywealthgroup.com
Office: 540.491.9883 x107
Mobile (voice only): 540.798.8028
   

Jordan is a Senior Wealth Advisor and Partner at Valley Wealth Group who specializes in guiding business owners through successful business transitions—whether that means growing, transferring, or selling their business—helping retirees confidently navigate the next chapter of life, and assisting families with the financial and long-term planning considerations associated with caring for a loved one with special needs. He believes wealth management is about more than managing investments—it's about helping clients navigate life's most significant financial decisions with clarity, confidence, and a valued long-term relationship.

Since joining Valley Wealth Group in 2017, Jordan has become a valued advisor to individuals, families, and business owners throughout the region. In 2025, he was named a Partner in recognition of his leadership and commitment to the firm's clients and mission.

A Virginia Tech graduate with a degree in Corporate Finance, Jordan has more than 17 years of experience in the financial services industry, including over a decade focused on investment management and comprehensive wealth planning. His background in financial analysis and strategic planning enables him to help clients make informed decisions through every stage of life.

Outside the office, Jordan enjoys spending time with family and friends at Smith Mountain Lake, volunteering with the Unlimited Ministry at Fellowship Community Church, and cheering on the Virginia Tech Hokies. He and his wife, Chandler, live in Salem with their sons, Walker and Beckett.