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 assists Jeff Ackler with the day to day operations of his financial planning practice which include, but are not limited to; facilitating and resolving client service requests, assist with case solution, support ongoing effort’s for growth with new clients, maintains client records and supports retention. Isabel is committed to providing excellent customer service and is looking to advance her career in the near future.
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
Education and Licensing
- Bachelor of Science in Finance
- Series 7 License
- Series 66 License