Isabel Grace Acton

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Bank Of America, N.A.
  Oak Brook, IL
• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Oak Brook, IL
• 08/2024 → 04/2026
  Razorfish
  Chicago, IL
• 06/2024 → 08/2024
  Razorfish
  Chicago, IL
• 06/2023 → 01/2024
  Power Move Marketing
  Remote, IL
• 05/2022 → 03/2025
  Corner Stone Taverm
  Lemont, IL
• 01/2023 → 05/2023
  The University Of Illinois Division Of Intercollegiate Athletics
  Champaign, IL
• 05/2021 → 10/2021
  The Forge: Lemont Quarries
  Lemont, IL
• 05/2018 → 09/2018
  Cypress Cove Family Aquatic Park
  Woodridge, IL
• 12/2018 → 01/2019
  Diamond Edge Academy
  Willowbrook, IL
• 08/2020 → 05/2024
  University Of Illinois Urbana-Champaign
  Champaign, IL
• 08/2016 → 05/2020
  Lemont High School
  Lemont, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-02

Other Names

• Isabel G Acton