Ian Harris, CFP®
Financial Consultant, RJFS*
Email: Ian.Harris@aubwm.com
Bio
Ian has been helping residents in Frederick County and surrounding Maryland communities successfully plan for their financial future since 2016. He works closely with clients across a broad range of needs, from ultra-high net worth investors to those just beginning their investment journey.
Ian strives to make a positive financial impact with clients on a daily basis. He provides financial solutions by listening to their needs and developing relationships with each individual. His ideal day balances introductory meetings with in-depth financial planning and investment conversations, combined with thoughtful analyses.
Ian has a Bachelor of Science in Marketing and Logistics & Transportation from the University of Maryland and a Juris Doctor from the University of Baltimore School of Law. He and his wife are longtime residents of Maryland and currently live in New Market, MD with their daughter, son and their dog. In his spare time, Ian enjoys attending concerts and traveling.
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Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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*Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Atlantic Union Financial Consultants and are not insured by any bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are separately owned and operated and not independently registered as broker-dealers or investment advisers.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank.4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com