Isobelle Ives

Financial Advisor|ChFC®

Advocating and Elevating Diverse Communities.

35 Village Rd Fl 2, Middleton, MA 01949

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Professional

Your perspective drives your beliefs and fears. As your financial advisor, you can count on me to spend the time understanding the "Who" and the "Why" behind your financial planning vision. Through this strategy, I am able to delivery integrity-driven, value-based strategies towards your financial success.

My mission is that after our time together you have a better relationship with your finances & clear sense of how to address your priorities through tangible, financial planning strategies. Our job is to ensure that no molehill of a problem ever turns into a mountain. When you partner with me, I promise that you will have an advocate that is willing to go to bat for you as well as an expert that is committed to getting it right for you and your family.

I am highly passionate about working with the LGBTQ+ community. I believe it is important to see yourself in your financial advisor. As a proud member of this community, I understand the nuances, both big and small, that only queer folx will face in their planning needs and narrative. Between participating on the diversity and inclusion board for my firm, speaking nationally on representation of the queer community in finance, and serving on my corporate office's Pride Advisory Committee, I hope to build a legacy that allows those around me a path of less resistance towards their own personal and financial success.

Education

Degree
Bachelor of Arts

Major
International Business & Spanish

Institution
Assumption College

Personal

I grew up in Topsfield, MA, alongside my best friends & sisters, Maddie (30) and Tessa (26). My siblings have had a profound impact in my passion of help others, being two of the most caring people I know. My parents, Chris & Jolie, live on Lake Winnipesaukee, continuing to be influential players in my life. My father has dedicated his career to private equity & financial services. Clearly, the apple doesn't fall far from the tree as my sisters work in investment banking and trade operations, respectively. My mom continues to be the most thoughtful person in my life & motivates me to do the right thing, and to do it relentlessly. In the summers (my Mom's favorite season- she wishes they could last forever!), my family spends a great deal of time together at Lake Winnipesaukee together.

I spent my four years of college at Assumption College in Worcester, MA where I was fortunate enough to be a student-athlete. I devoted most of my time to my double-major of International Business and Spanish, spending four months in Salamanca, Spain, to work on my second language. When I wasn't in the library, I surely was on the field with my field hockey team. These two commitments together taught me there is simply nothing that can replace hard work and character.

Off the planning field, I have been a life-long fan of Field Hockey. I spent my college years, and the five that followed, coaching a special group of girls out of Georgetown, MA. I am passionate about continuing my leadership role in the field hockey world and teaching other young athletes the gift of Grit that hockey instilled within me. In 2023, I started my career as a referee, and have goals of umpiring games for the conference I played in during college... fingers are crossed for Fall of 2025!

Some fun facts:

My favorite food is pizza or Cadbury eggs.

I love going to the beach.

I have a senior, orange cat named Gus Gus.

I don't go anywhere without my emotional support water bottle!