Isabel began her career in the financial services industry shortly after graduating from The University of Central Florida in 2020. She gained industry experience by interning at a small financial planning firm before starting with Merit Wealth Advisors. Isabel is committed to providing excellent customer service and helping her clients reach their goals!
In her spare time, Isabel enjoys exercising, trying new restaurants, and playing with her cat.
Areas of Experience
- New Client Onboarding and Account Coordination
- Assists in the Development and Maintenance of Financial and Retirement Planning
- Financial Planning
- Retirement Planning
- Investment Management
Education and Licensing
- Bachelor of Science in Finance
- Series 7 License
- Series 66 License