Ian M. Burns Advisor
Ian has been an investment manager, private banker, and trusted financial advisor for over 23 years. Prior to joining Sound Legacy Wealth Advisors, he was a Senior Investment Strategist with Wells Fargo’s Private Bank and a Senior Portfolio Manager with Bank of America’s Private Bank. Ian has provided thoughtful advice and portfolio investment management solutions for affluent families, institutional clients, and philanthropic organizations, managing over one billion in client assets. His expertise is in understanding client’s unique goals and providing guidance to effectively develop, implement, and manage a customized investment solution and overall wealth preservation and growth strategy.
Prior to his move into private banking, he served eight years in the United States Marine Corps where he served as both a commissioned and non-commissioned officer as a Combat Engineer.
Ian earned a Bachelor of Science in Business Administration from the University of Tennessee. He has also attended executive training at Harvard Business School and the Wharton School of Business.
Ian resides in Charleston, SC where he is active in the local community. He is particularly passionate about veterans causes and volunteers and contributes frequently to organizations and projects that assist and support veterans. In his off time, he also enjoys traveling, mountaineering, fitness, cooking, and spending time with his two amazing children.