Bobbie J. Isett

Title

Assistant Supervisor, Wealth Administration

Education

Graduated from Centre Business School with a degree in Accounting and is currently attending PA Bankers Assoc. School of Fiduciary Services, Investments & Wealth Management

Advanced Credentials/Memberships:

Life, Accident, & Health Insurance Licensed

Statement of Service:

Bobbie entered the financial services industry in 1993, as a Staff Accountant employed by an Investment Advisory and CPA Firm. While employed with this firm Bobbie focused on opening client accounts, reviewing client financial statements, completing checks, wires, transfers, deposits along with a multitude of other tasks. She later worked for a large management firm where she was quickly promoted to a Staff Accountant. While with this firm, she broadened her financial knowledge by handling and reconciling multiple bank accounts, receipts, disbursements, producing 1099s, and reviewing financial statements.

Afterwards, Bobbie began working for a CPA firm where she focused on completing Federal, State, and local tax returns along with payroll. Through these positions she has gained extensive knowledge in trusts, estates, client relations, and accounting.

Bobbie has been with Abundance since 2002. As Assistant Supervisor, she has attended the School of Trust, Investments & Wealth Administration and the School of Fiduciary Services, Investments and Wealth Administration, as well as several leadership conferences.