Ismael E. Reyes-Retana, a Senior Financial Consultant with IBC Investment Services, takes a personal approach to understanding client needs, and takes time to thoughtfully develop sound long-term strategies to help her clients pursue their financial goals and dreams. He works closely with individuals and small business owners in Texas and Mexico, offering them comprehensive financial planning and investment services.
With more than 17 years of experience in the financial services industry, Ismael has guided clients through numerous market cycles. Last year he celebrated his 13-year anniversary with IBC Investment Services, and for 12 out of the last 13 years, he has been recognized as one the top-producing financial consultants at IBC Investment Services. Prior to joining IBC Investment Services, he spent time at UBS Paine Webber and US Global Investors in San Antonio, Texas.
Ismael earned an MBA in Business Administration from St. Mary's University in 2001, and a BBA in Corporate Financial Management and Entrepreneurial Studies in 1998. He has earned series 6, 7, 24 and 66 registrations held with LPL Financial. He and his son, Santiago, live in Laredo, Texas and enjoy baseball, basketball and quality family time.