Specialize in helping attorneys, corporate execs, medical professionals and professional athletes

Ian Persaud is a Senior Partner with the firm Phoenix Private Wealth working through AXA Advisors.  His process involves using 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 clients accomplish their goals.


Ian works with a wide range of clients but has built a practice that mainly consists of corporate attorneys/directors/executives, medical professionals and athletes.

 

As your advisor, he will analyze areas such as:

Tax reduction strategies
Wealth accumulation
Investing in and out of the stock market

Downside protection in the stock market
Tax free income in retirement
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, now of the Big South Conference. Outside of financial matters, he enjoys spending time with his wife Shanice, his son Rajan and helping in the community through volunteer associations, such as the Multiple Sclerosis Association of America and Casey Cares Foundation, a foundation focused on helping young children with critical illnesses.

He also mentors 30+ youth in Prince George's County, MD in the Leadership & Excellence program at Bowie State University's College of Business.  Lastly, through AXA's sponsorship of the SIE program at Howard University, Ian helps to counsel students looking to get into the financial advising industry.
 

Favorite quote: "There are 4 things you never get back in life: the spoken word, the sped arrow, the past life and the NEGLECTED OPPORTUNITY." - learned from my father 
 

Qualifications/Awards:
-NLC (National Leaders Corporation) Award - National recognition for top advisors in the country
-MDRT (Million Dollar Round Table) Qualifier - MDRT is an international association whose members represent the top six percent of financial professionals worldwide

-Steve Staley Award - #1 DSF Advisor in Maryland
-Centurion Award

*CRPC® Designation - Chartered Retirement Planning Counselor
*Series 66 - Uniform Combined State Law Examination
*Series 24 - Securities Principal Examination

*Series 7 - Financial Securities
*Health, Life & Variable Lines - Dept. of Insurance, Securities & Banking
*Long Term Care - Maryland Department of Licensing and Regulation

 

Phoenix Private Wealth is not a registered investment advisor and is not owned or operated by AXA Advisors, LLC, or its affiliates


Find Ian on LinkedIn

 

Ian is currently licensed in the following states: CT, DC, FL, MD, NC, PA, TX & VA