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Ian McGinnis

Financial Planner

Davis Private Wealth

United States, Mississippi, Madison

About Me

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

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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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Profile Photo
Joshua S. Davis
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