Ian Osborn
Financial Consultant at Fidelity Investments
📍 Washington DC-Baltimore Area, United States
Ian A. Osborn is a Financial Advisor at Fidelity Personal and Workplace Advisors, based in Leesburg, Virginia. He provides clients with financial planning and portfolio management services, drawing upon his previous experience at Merrill Lynch. His expertise is grounded in his Bachelor of Business Administration from James Madison University.
He holds the necessary regulatory qualifications to provide financial advisory services in both Virginia and Texas.
Read the full overview →Experience
11 Years
Current Role
Financial Consultant
Job Level
Mid-senior
Location
Washington DC-Baltimore Area, United States
Personality Overview
Personality insights not availableWe need more social data to generate the DISC analysis and selling playbook. The professional details below are still available.
Priorities
Topics Ian cares about
Portfolio Management
His roles at both Fidelity and Merrill Lynch involve managing investment portfolios for a diverse client base.
Financial Planning
A core service he offers is creating comprehensive financial plans to help clients achieve their long-term goals.
Career
Work history
7-2021
Financial Consultant
Fidelity Investments
6-2014 - 7-2021
Senior Portfolio Advisor
Merrill Lynch
11-2012 - 3-2013
Federal Disaster Grant Agent
FEMA
In the press
Media appearances
No media yetWe could not find public media appearances for this person.
Education
2008 - 2012
Bachelor of Business Administration
James Madison University
Social presence
Other Fidelity Investments Employees
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