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"Being able to help a client pursue their life goals is one of the most rewarding aspects of what I do.”

Jamie Isabella, CFP<sup>&#174;</sup>

Jamie Isabella, CFP®

Operations Manager

Jamie joined Saratoga Financial Services as the Operations Manager in 2003. As an LPL Registered Administrative Associate, Jamie also provides account servicing, coordinates IRA & 401(k),  account transfers, and oversees business recordkeeping.  Utilizing her attention to detail, Jamie also actively contributes to the financial planning process. 

Jamie graduated from Siena College where she earned a Bachelor of Science degree in Finance. Prior to joining Saratoga Financial Services, Jamie spent time in the Bond Department at Donaldson, Lufkin, and Jenrette in New York City. She also worked in the Valuation Department at BST in Albany, NY. Jamie continued her studies to earn the CERTIFIED FINANCIAL PLANNER™ designation at The Boston Institute of Finance, awarded by the Certified Planner Board of Standards, Inc.

Jamie resides just outside her hometown of Saratoga Springs with her family. In her free time, she enjoys spending time with her family, skiing & watching her kids play sports.

Phone (518) 584-2555 | Email jamie.isabella@lplfinancial.com

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