Isaac Monell

Isaac Monell, CFP®
Assistant Vice President Financial Consultant Truist Investment Services, Inc.

303 Peachtree St NE

31st Floor,

Atlanta, GA 30308-3200

Isaac.Monell@Truist.com

Phone 404-813-4441

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About me

Background

Isaac Monell is a Financial Consultant with Truist Investment Services, Inc., offering clients more than 10 years of financial services, retirement planning, and investment management experience.

Investment Adviser Representative, Truist Advisory Services, Inc.
Check the background of this investment professional on FINRA's BrokerCheck

Education

B.B.A. – Finance
University of Georgia 2013

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Market strategy insights, strategic and tactical asset allocation guidance, open-architecture investing platform, long-term investment strategies, alternative investments, private equity and debt offerings, and more

Locations

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