Isis L. Waites

Associate

Office: 312-951-2606 x214
Fax: 312-281-9929
E-mail:

Website: Visit my web site!

 

Isis is a Texas native and proud Dallas Cowboys fan.  As a Registered  Investment Advisor and previously registered Broker, Isis pulls from the research and detail-oriented lessons she learned as a history major to thrive in financial services. As part of her ongoing education, Isis continues to read many investment books and market research studies to stay on top of the ever-changing world of investments.


After obtaining her Series 6, her Series 7, and Series 66 securities licenses, she provided recommendations on investment portfolios and helped to maintain in excess of $600M. She became a trusted consultant for financial advisors to help them work not just in their business, but on their business. Isis will tell you that one of her “neatest” experiences was being a sales consultant during the company's public offering to be listed on the New York Stock Exchange. 


Noticing the lack of diversity in the finance industry, Isis joined Polaris Wealth Management to leverage her background in education to impact her own community.  She most recently added her IL Health Insurance licenses after realizing the negative impact poor health and her IL Life Insurance to protect against blind spots.  With her skillset, she strives to help everyone pass to the next generational both wealth and education. 


Investment advisory services offered through Polaris Wealth Management, LLC or  Registered Investment Advisor. Polaris Wealth Management and LSF are not affiliated.