Nguyet-Dinh “Isabel” Truong

Isabel serves as a Client Services Associate and is a key point of contact for clients, recognized for her strong attention to detail and consistent follow-through. She plays an integral role in supporting both the private wealth and retirement plan divisions of the firm.

Her responsibilities include assisting with account servicing, coordinating transactions, supporting onboarding processes, and ensuring that all client requests are executed accurately and in a timely manner. Isabel works closely with internal teams and external providers to maintain a seamless and well-coordinated client service experience.

She earned her Bachelor of Science in Biology from the University of Central Florida and her Professional Science Master’s Degree in Business Biotechnology from Florida Atlantic University.

Outside of work, Isabel has a passion for fashion and enjoys spending quality time with family and friends.