Isabel joined the team in August 2021. In her role as Senior Client Service Associate, Isabel helps the team with day-today account administration. She has strong interpersonal skills and delivers a highly personalized service to the families we service. Isabel has excellent communication skills and speaks fluent English and Spanish.
Prior to joining Clarity Wealth, Isabel was Branch Administrator and Senior Client Associate for a Wells Fargo Advisors Financial Network team in Naples. She began her financial services career at A.G. Edwards & Sons, Inc. (a predecessor firm of Wells Fargo Advisors) as a Financial Assistant in 1999.
Isabel graduated from Taylor Business School in 1986 with a focus on Business and Travel. Originally from New Jersey, Isabel moved to Florida in 1999. She is married to her high school sweetheart, Jose, and they have one son, Justin. In her spare time, she enjoys relaxing at the beach and pool and spending time with her friends and large Cuban family.
< Back to Team