Ian Persaud

Ian Persaud

Senior Partner

Ian Persaud is a Senior Partner with the firm Phoenix Private Wealth working through AXA Advisors.  His process involves utilizing comprehensive analysis for his clients. Instead of focusing on just one area, he will make a complete assessment of their overall financial picture. He then gives tailored recommendations for the most effective strategies to help them accomplish their goals.


Ian works with a wide range of clients but has built a practice that mainly consists of corporate attorneys/directors/executives and medical professionals.


As your advisor, he will analyze areas such as:

Tax reduction strategies
Wealth accumulation
Investment Allocation
Tax Free Income in Retirement
Wealth Protection
Insurance Analysis
Estate planning strategies

 

Ian obtained college degrees in both Economics and Business Administration with concentrations in Finance. He also has a very strong passion for sports, and played college basketball for the Men's Division 1 program at Longwood University of the Big South Conference. Outside of financial matters, he enjoys spending time with family and helping in the community through volunteer associations such as the Multiple Sclerosis Association of America and Casey Cares Foundation. Casey Cares is a foundation focused on helping young children with critical illnesses.

Give Ian a call to schedule your free financial check-up.
 

Qualifications/Awards:
-CRPC® designation - Chartered Retirement Planning Counselor
-Series 66 - Uniform Combined State Law Examination
-Series 7 - Financial Securities
-Health, Life & Variable Lines - Dept. of Insurance, Securities & Banking
-Long Term Care - Maryland Department of Licensing and Regulation

-NLC (National Leaders Corp) Award - National recognition for top advisors in the country with AXA
-Steve Staley Award - #1 DSF Advisor in Maryland
-Centurion Award


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Phoenix Private Wealth is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone 443-832-1920