Senior Vice President, Senior Private Banker
Registered Representative, RJFS*
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.
*Securities are offered through Raymond James Financial Services, Inc., Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. View the Raymond James privacy notice.
Atlantic Union Financial Consultants, LLC is an affiliate of Atlantic Union Bank. Atlantic Union Bank, Atlantic Union Bank Wealth Management, and Atlantic Union Financial Consultants are not registered broker/dealers and are independent of Raymond James Financial Services. Securities are not insured by the FDIC or any other government agency, are not deposits or obligations of Atlantic Union Bank, are not guaranteed by Atlantic Union Bank or any of its affiliates, and are subject to risks, including the possible loss of principal.
4300 Cox Road, Glen Allen, Virginia 23060 | T: 888-263-3545 | F: 804-967-8820 | www.aubwm.com
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