Ian Hamre, Cfa Email & Phone Number

Roanoke, Va, Us

Roanoke, Virginia Area

We bring together an in-house, national team of specialized expertise across financial planning, investments, tax strategies, estate planning, trustee services, insurance, and more. They’re all communicating with each other, about you and with you. So instead of doing all the legwork, connecting all the financial dots yourself, we are ready to help take that weight off your shoulders.We are held to the fiduciary standard. That means that we don’t tell you what you want to hear, we advise and recommend based on what is in your best interest for your individual situation, so you can make wiser decisions.As a Sr. Wealth Advisor, I enjoy seeing my clients achieve their lifelong goals after many years of work and careful planning. My focus has always been on what planning aspects we can control and what goals my clients are trying to obtain. Stressing about things in this world we have no control over is wasted energy. Setting up a financial plan and implementing/maintaining that plan with the help of experts in different fields over many, many years is where I find I am most valuable.

Martinsville, Virginia

Carter Bank & Trust is one of the largest state chartered banks in the Commonwealth of Virginia. With 123 branches located throughout Virginia and North Carolina, they have grown to an asset size of over $4 billion.I worked at the headquarters in Martinsville, Virginia where I helped approve and extend commercial and consumer loans to various customers located primarily in Virginia and North Carolina. This involved responsibilities of credit analysis, finalizing the loan package, presenting to a loan committee, and closing. In addition, I was also heavily involved with the banks portfolio of municipal loans (in excess of $200 million), which involved credit analysis, presentation, bidding, closing, and follow-up analysis. Other responsibilities included closing commercial loans, concentration analysis, interest rate analysis, and website design.