An Investment Analyst with Moran Wealth Management®, Isabella holds a B.S. in Finance and a minor in Real Estate through the dual enrollment program from Florida Gulf Coast University. While in college, she completed three internships, including one at Moran Wealth Management®, where she excelled in portfolio development. Isabella also served as the Marketing Director of the FGCU Programming Board and secretary of the FGCU Investing Club.
In her new role, Isabella is responsible for collecting, processing, and analyzing financial data, performing predictive modeling, and preparing account reviews. Additionally, she will assist in the development and maintenance of investment strategies to provide optimal financial advice to our clients.
Isabella is fluent in Spanish and volunteered as a translator for financial literacy courses at Grace Place for Children and Families. She is a member of the CFA Society of Naples and SWFL Women in Investment Management. Isabella’s interests include a love for homemade Colombian cuisine, she enjoys spending time with her family, reading nonfiction, and baking banana bread.