Isabella became a valued member of our team in January 2022 after earning her Bachelor's Degree in Business Management from the University of Tampa. She initially played a key role in managing front desk operations and scheduling, but her ambitions quickly propelled her toward a future as a financial advisor, following in her father's footsteps.
Isabella is currently on the path to obtain her Uniform Combined State Law (Series 66) license, having already earned the General Securities Representative (Series 7) license and passing the Securities Industry Essentials (SIE) exam. She actively supports Cathy and Kelsey in preparing and analyzing financial plans, ensuring clients receive well-researched, strategic guidance. Dedicated to building lasting client relationships, she excels in financial research, report preparation, and delivering a high level of personalized service.
With a strong commitment to professional growth and client success, Isabella continues to be an integral part of our team’s mission to provide thoughtful, expert financial guidance.
When not at work, she enjoys spending time at the beach with friends and family as well as traveling and exploring new places.
SIE and Series 7 Licenses Broker Check Verification Website