Our Qualifications

William D. Isaacson


Our Founder and President, William D. Isaacson, has been helping clients to reach their retirement goals since 1993. He graduated Cum Laude from Brooklyn College in NYC, and is licensed in Florida, New York and New Jersey.

He has worked for such prestigious firms as Citicorp Investment Services, Prudential Securities and Smith Barney. He has twice been named to the Circle of Excellence by Nationwide Life in 2001 and 2003. As well as being entered into the Admirals Club with Hartford Life in 2003 as one of the top advisors in the country. The desire to live close to his retired parents, as well as his vision of the “one stop retirement center” enticed him to relocate his practice from midtown Manhattan to Palm Beach and Broward Counties.

In addition to managing the Boynton Beach office, he travels monthly to the metro NYC area to service his client base. He is readily available to meet you personally, to help you with any and all of your retirement needs. He will meet you by appointment in our Boynton Beach office, in your home if that is your preference, or in the NYC area if you are only a part time Floridian.


James P. Shawver, CFP


Jim has over 18 years of experience in the financial services industry providing comprehensive financial planning and professional investment services for affluent families and business owners. Prior to joining Isaacson Tax and Estate Advisors, Jim served as a financial advisor for Merrill Lynch and Zacks Investment Management. Jim holds a B.S. in finance & Economics from the University of West Florida and has earned the Certified Financial Planners (CFP) designation.