Ian Persaud


Ian Persaud is a Senior Partner with the firm Phoenix Private Wealth working through Equitable 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.

-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

The CRPC® (Chartered Retirement Planning CounselorSM) designation is sought by financial services sales professionals whose focus includes clients preparing for or living in retirement. The designation's required curriculum is administered by The College for Financial Planning, a regionally-accredited institution accredited by the Higher Learning Commission, a member of the North Central Association. The College is a wholly owned subsidiary of Apollo Group, Inc., Phoenix, AZ. The mark CRPC is owned by the College for Financial Planning and is awarded to individuals who successfully complete the College's initial and ongoing designation requirements. For information regarding complaints against a designee, visit www.cffpdesignations.com/Designee/standards.

Securities and investment advisory services offered through Equitable Advisors, LLC (NY,NY 212-314-4600), member FINRA/SIPC(Equitable Financial Advisors in MI & TN). Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC, in Utah as Equitable Network Insurance Agency of Utah, LLC, and in Puerto Rico as Equitable Network of Puerto Rico, Inc. Equitable 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 Equitable Advisors, LLC or its affiliates.

Phone 443-832-1920