Isabel V. Bretz, FPQP®
Client Relationship Associate
As a member of our Wealth Advisory Team, Isabel provides administrative and planning support to our client relationships, facilitating the ongoing support of each client’s unique needs. She is a member of the firm’s Wealth Advisory Committee and contributes to sub-committee work in the areas of Client Service and Wealth Plan Auditing. Prior to joining Vigilant, Isabel studied at Southern New Hampshire University where she earned her B.S. in Business Administration with a concentration in Finance. Isabel spent two semesters studying abroad during college, one in Rome, Italy and one in Wollongong, Australia. Isabel holds the FPQP® designation through the College for Financial Planning®. Isabel lives in York, Maine and in her free time enjoys traveling and spending time with friends and family.
New Hampshire
18 Congress Street - Suite 209
Portsmouth, NH 03801
(603) 431-3498
Maine
One Monument Square - Suite 601
Portland, ME 04101
(207) 523-1110
Form Client Relationship Summary ("Form CRS") is a brief summary of the brokerage and advisor services we offer.
HTA Client Relationship Summary
HTS Client Relationship Summary
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. Securities offered through Hightower Securities, LLC, Member FINRA/SIPC. brokercheck.finra.org
© 2024 Hightower Advisors. All Rights Reserved.