Ian joined Davis Private Wealth, LLC as a Financial Planner in 2021. Ian is originally from Ben Lomond, CA and currently resides in Madison, MS. He received his bachelor’s degree from Belhaven University where he played on the football team. Ian enjoys spending time with his family and friends, many outdoor activities and serving with Fellowship of Christian Athletes International as their Board Chair. Ian has experience working in insurance and financial planning and is currently working towards his CFP designation. Ian will be assisting with operations, investment research, and financial planning. Ian’s has experience working with young doctors & dentists with their financial planni


Ian McGinnis
Financial Planner
Davis Private Wealth
United States, Mississippi, Madison
About Me
Profile Information
Financial Planner
Davis Private Wealth
Investment Team
Investor
RIA/Wealth Manager/Asset Manager
Madison
Mississippi
United States
Feb 18, 2025
Work Experience
Davis Private Wealth
Financial Planner Jan 2021 - Present
Email: ian@davisprivatewealth.com
Wealth Practice LLC
Founder/Financial Planner Aug 2020
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