Isabella Mason

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.
  Pittsford, NY
• 04/2026 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pittsford, NY
• 08/2025 → 04/2026
  Community Bank
  Pittsford, NY
• 03/2025 → 07/2025
  Extended Travel
  Fairport, NY
• 07/2024 → 08/2025
  Jk Cipro Inc.
  Penfield, NY
• 07/2024 → 03/2025
  Bank Of America Corporation
  Naples, FL
• 05/2023 → 08/2024
  Mario's Brunch Llc
  Estero, FL
• 08/2022 → 05/2024
  Florida State University
  Tallahassee, FL
• 01/2021 → 08/2022
  Starbucks Coffee Company
  Estero, FL
• 08/2018 → 05/2022
  Bonita Springs Highschool
  Estero/Bonita Springs, FL
• 08/2020 → 05/2022
  Florida Gulf Coast University
  Estero, FL
• 08/2015 → 08/2018
  Three Oaks Middle School
  Estero, FL
• 05/2023 → 05/2023
  Cape Coral Bbq/Rib City
  Estero, FL
• 05/2023 → 10/2023
  Acg Bbq Llc/Sonnys Bbq
  Estero, FL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-30