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Isabella Steele

Isabella Steele

Financial Advisor Assistant

319-310-1168

isteele@osaicwealth.com

Isabella Steele is originally from Cedar Rapids, Iowa. In 2022, she graduated from the Tippie College of Business at the University of Iowa, with a major in Finance, a certificate in International Business, and a minor in Spanish. In college, Bella was involved in the Women in Business Club, the Delta Gamma Sorority, and studied abroad in Bilbao, Spain.

After graduation, Bella moved to Tempe, Arizona. Her first job out of college was at Vanguard, where she successfully passed the Series 7 and 63 securities exams and gained valuable experience in the investment world. She also has her life and health insurance license in Arizona.

Since joining her father, Kelly, at Steele Wealth Management, Inc. as a Registered Administrative Assistant, Bella has passed the Series 66 securities exam, allowing her to become an Investment Advisor Representative (IAR) in the future. She has furthered her education by attending numerous financial advisor and financial planning programs.

Bella enjoys hiking, traveling, listening to music, and spending time with her friends & family.