Partner, Wealth Advisor
CurrentI’m a valued financial coach who loves helping people achieve their goals and simplify their lives. I know everyone has a unique story and vision for their future, and I’m dedicated to providing confidence to my clients through the power of financial planning and investment management. I am a proud graduate from Syracuse University with degrees in psychology and economics, and have been in the financial industry since 1999. I leverage my wealth of experience and expertise in retirement planning and investment management to create better outcomes for my clients. I’m looking to help out 44 new households this year – would you like to be one of them? Let’s schedule some time together to see if we can find a fit: email me at ian.wetherell@lpl.com and we will find some time.Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer. Member FINRA/SIPC. finra.org sipc.org.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
