Isaac Monell

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

740 Battery Ave Se

Suite 8500,

Atlanta, GA 30308-3200

Isaac.Monell@Truist.com

Phone 404-813-4441

Fax 404-815-0927

Get directions

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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

Personal Interests

Originally from Lexington, Kentucky, Isaac earned a degree in finance from the University of Georgia. He's married and enjoys spending time in Atlanta exploring the city and the numerous restaurants it has to offer.

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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