Isabel Holguin serves as the Client Operations Coordinator for Beaulieu Wealth Management, providing essential support to Jim and Greg Beaulieu. She holds a Bachelor of Science in Finance from Rhode Island College and has experience in the financial services industry in previous roles.
In her role, Isabel manages day-to-day client operations, oversees account administration, and ensures that all client inquiries and service needs are handled efficiently. She is passionate about delivering top-tier client service, working to ensure that operations run smoothly and that clients receive prompt and accurate support.
She resides in North Providence, RI and is passionate about her dog, Ivy.