Isabelle has been a part of the financial services industry since 1990 and recently joined Merrill Lynch Wealth Management in 2015. She has dedicated herself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized strategies that complement her ability to pursue the financial lifestyle that is most meaningful to her clients. She works hard to gain clients’ trust and is committed to serve her distinguish clients with the care and love they uniquely deserve. 

Isabelle is a problem solver who works to simplify high-net-worth clients’ financial lives. She assists her clients in identifying and prioritizing their various goals, including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income, then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes. She is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why she offers access to a Wealth Management Lending Officer from Bank of America, N.A. can draw upon an expansive array of lending solutions designed to fit into your overall financial strategy and help you pursue your financial objectives. Wealth Management Lending Officers do not offer investment advice, nor make recommendations on investment products.

Isabelle is a graduate of the University of Quebec in Montreal and has a B.S. degree in Accounting. Additionally, Isabelle is a specially qualified Senior Portfolio Advisor who, in addition to providing traditional advice and guidance, can draw from her experience to help clients pursue their objectives by building and managing custom investment strategies, selecting from a wide range of Merrill model portfolios and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Senior Portfolio Advisor may manage those strategies on a discretionary basis. 
 
Isabelle was born in Montreal, Quebec. She lived in New Zealand for 3 years before moving to Sarasota, Florida, where she is now enjoying her life with her husband David. In her spare time, Isabelle enjoys being with her family and friends. She previously served on the Board of The Alliance Francaise of Sarasota and also volunteers at The Child Protection Center and Children First, both causes that are dear to her heart.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.