Isabell Lee has been in the financial services industry since 2012 and joined Merrill Lynch Wealth Management in 2012. Her focus is on helping clients develop potential solutions and providing investment guidance for individuals, their families and their businesses by understanding their short- and long-term financial objectives. Isabell is a CERTIFIED FINANCIAL PLANNER™ certificant. She is a graduate of Marshall University with a bachelor’s degree in Marketing. She and her husband Mat live in Alpharetta, GA with their two children and are active in the community, supporting United Futbol Academy.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
