Isabel Mejia
Associate Financial Advisor
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ABOUT
With over 20 years of experience in financial service industry, of which the last 8 have been with Suncoast Investment Services, I am dedicated to helping individuals and families pursue financial clarity, freedom, and long term confidence. I take a relationship centered approach to advising, believing that truly understanding each client’s goals, values, and life story is essential to creating meaningful financial strategies
QUALIFICATIONS
- Lead Service Associate, Suncoast Investment Services (2018-2025)
- Replacement Analyst, Metlife Insurance Company (2005-2016)
- Holds FINRA Series 6, 7,63 and 65 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Univeristy of Phoenix with a Bachelor of Business Administration degree earned.
PERSONAL
As a wife, mother of three, and new grandmother in 2025, I bring a grounded, family-centered perspective to my work. My faith and active involvement in my church and community inspire my passion for helping clients seek to pursue financial confidence and long-term freedom. Outside of the office, I enjoy time with my family and my dog, Bella, morning coffee and bible study, the beach, ice skating and discovering new foods.