Ian Blanchard, AIF©
Senior Wealth Advisor
Edward Ian Blanchard (Ian) is a senior wealth advisor in Beacon Pointe’s New Orleans office and is responsible for partnering with Beacon Pointe’s investment and financial planning teams to provide customized solutions that help clients meet their financial goals. Prior to Beacon Pointe, Ian joined CBD Wealth Management in 2011 as a wealth advisor and focused on implementing financial research into portfolios tailored for each client’s specific needs. He plays an integral role in the financial planning process, interacting with clients and financial advisors in the development and monitoring of individual investment strategies and decisions. He is responsible for conducting research and analysis on current and future portfolio holdings, evaluating and monitoring portfolio risk and recommendations. Ian also specializes in 401(k) plan design assistance and analysis as well as helping establish new 401(k) plans for businesses and/or transitioning businesses from old plans. Ian attended Louisiana State University where he obtained a Bachelor of Arts and Sciences in Economics with a double minor in Latin and Sociology. He is also a magna cum laude graduate from Jesuit High School in New Orleans. Ian lives with his wife and their two children in Lakeview, and in his free time he enjoys duck hunting, fishing and tennis.