Isabel Jordan
Client Service Associate
Isabel Jordan is a member of the Beacon Pointe Client Service Department and is responsible for partnering with the firm’s investment and wealth management teams to provide an elevated service experience for clients. Her duties include account administration, processing new and existing account paperwork, money transfers, and communicating with clients to provide the highest levels of service. With over a decade of experience in the financial industry, Isabel is dedicated to building strong, trust-based, lasting relationships and ensuring client satisfaction at every step. Outside of the office, she enjoys spending time with family, immersing herself in nature, and exploring new places.
