Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
Isabelle has been a part of the financial services industry since 1990 and recently joined Merrill Lynch 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 investment 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 Lynch 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 currently serves 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.
University of Quebec in Montreal
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Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.
1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help you stay on track to achieve what's most important to you.
We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
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*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Merrill Lynch Wealth Management Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, I can help you create a financial strategy that reflects your personality. Only then can I offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.