Ian Hamre

About Ian Hamre

I am a Sr. Wealth Advisor for Mercer Advisors. I serve in many roles, but what I enjoy…

Experience

1. Senior Wealth Advisor & Shareholder

   Mercer Advisors

   Jan 2014 — Present · Roanoke, VA, US

   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.

Education

• Virginia Tech

  Bachelor of Science (B.S.)

  2006 — 2010

Skills

• Financial Analysis
• Financial Advisory
• Public Speaking
• Woodworking
• Portfolio Management
• Tax-Advantaged Investment Strategies
• Asset Protection
• Financial Planning
• Data Analysis
• Loans
• Credit Analysis
• Microsoft Excel
• Risk Management
• Investments
• Financial Modeling
• Banking