Isis L. Waites

Associate

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

Website: Visit my web site!

 

Isis Waites joined the world of finance shortly after college and we are very luck to have her. She is a Texas native and proud Dallas Cowboys fan, but relocated to Chicago by way of Phoenix after a series of annual promotions to work as a Sales Consultant in the Loop. As a Registered Broker and Investment Advisor, 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.

In her past life, Isis presented to other financial advisors across the nation and provided advice on investments worth over six hundred million. During this time Isis consulted on a wide range of cases including numerous Ultra High Net Worth clients, as well as partnering with many advisors who manage in excess of $600 million of assets. Isis was an instrumental part of the Sales team as the company went public to become traded on the New Your Stock Exchange. She holds her Series 6, Series 7, and Series 66 securities license.

After noticing the lack of diversity, Isis left corporate to join Polaris Wealth Management and focus on building generational wealth in her own community. Isis grew up with her two-brothers and mother in Dallas, TX and was the first person in her family to graduate from college. In keeping with the tradition of standing on her families shoulders, every step forward is made with gusto. Her first time on a plane was visiting D.C in 2009 to witness Barack Obama's first inauguration and her first time out of the country she moved to Madrid, Spain and learned Spanish to continue her education. Her journey from blue-to-white collar has cultivated a unique experience that her clients find extremely valuable when providing guidance.

Today she works just as hard to implement financial plans and see them through as she always has. She has experiencing working with individual investors, business owners, establishing retirement plans 401(K)'s, tax management and other complex situations. Whether she is organizing a wine night with her girlfriends, working with clients or playing fetch with her dog Isis is giving it her all. At her core Isis truly loves to help others, and her practice allows her to do so daily.

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