Isabel Gleason

Position: Account Executive, Wealth Management
Phone: 717-283-2734

Being detail-oriented, with the ability to learn new tasks quickly, makes Isabel valuable to both co-workers and clients. She collaborates with her team to provide administrative support to employees, retirees, and beneficiaries regarding their retirement plans.  Isabel prides herself in offering excellent service to clients while building lasting relationships.

Isabel is a Board member of Lancaster Young Professionals.  She enjoys beach trips to Cape May and Stone Harbor as well as camping and skiing with her family.  Cornhole is her favorite backyard sport and she loves making fresh peach ice cream in the summer.  Isabel lives in Lititz.