Focus

Ian works with a select group of families and business to help build, manage, preserve and transition wealth.

Background and experience

With three decades in the industry, he has experienced a broad range of market events. Fundamental to navigating these cycles is the personal service and attention to specific client concerns and needs, which forms the foundation of each relationship.

Ian began his career at Standish, Ayer and Wood - Investment Counsel in Boston, where he worked in the International Asset Management area. He then went on to get his M.B.A at Boston University which began with the 1st year of the program in Japan.  He also has a B.S. in Economics from Boston University.

Ian has lived in many countries, as part of his family lives in Bermuda. He was Head of International Stockbroking at The Bank of Bermuda, as well as a manager in the Private Banking Department. While in Bermuda he also ran the credit area for G-Trade electronic trading platform with Bloomberg.  He has also lived in Dublin, Ireland while with PNC Bank managing their Alternative Investment Services area. More recently, Ian was with Wells Fargo Advisors as a Financial Advisor.

CiCi Donnelly joined Raymond James in July 2022, bringing over 10 years of experience in financial services to the Admin Extension team. CiCi began her career in 2012 at Wells Fargo in northern Virginia. In 2017, CiCi joined Merrill Lynch as a client associate, remaining in that role until she transitioned to Raymond James. CiCi holds her Series 6, 7, 63 and 66.
CiCi was born and raised in Leesburg, Virginia, but now makes a home in Wake Forest, North Carolina. She loves spending time with her husband, their two children and the family pets – a German shepherd and cat.