Ian Li

Bio

A strong believer in thinking outside the box, Ian brings over 20 years of experience in wealth management to Atlantic Union Bank Wealth Management – where he helps clients navigate the path towards their financial goals.

“Seeing clients find financial success is the goal of any advisor. What’s more important is getting to know your clients on a personal level to better understand their financial needs and long-term aspirations.”

Ian holds Series 7, Series 66, and Life & Health insurance licenses. He’s a graduate of the University of Maryland- College Park and received an Executive Certificate in Financial Planning from Georgetown University.

A Maryland native who also fluently speaks Mandarin Chinese, Ian likes to swim, hike, travel, and spend time with his family.
 

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