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Ian R
CFA®, Series 63, Series 65
Charlotte, NC
Toucan Financial, Inc.
Ian Rahilly is a financial advisor at Toucan Financial, Inc. in Charlotte, NC, holding the CFA® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience, with prior roles at J.P. Morgan Securities, Merrill Lynch, and Bank of America. Toucan Financial is a fee-only registered investment adviser serving individuals, high-net-worth clients, corporations, and institutional clients. The firm uses a collaborative digital planning process combining passive and active asset allocation strategies with ongoing tax planning and personal tax return preparation as part of its comprehensive wealth management services.
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