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Ian H
CFP®, CFA®, Series 65
Roanoke, VA
Mercer Global Advisors Inc.
Ian Hamre is a CFP®, CFA®, and holds a Series 65 license with 11 years of industry experience. He has worked at Mercer Global Advisors Inc. since 2022 and was previously with Harrison & Company Wealth Management LLC from 2014 to 2022. He serves as a trustee for the Haller G Prillaman Trust. Mercer Global Advisors provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory and emphasizes globally diversified, risk-appropriate portfolios with multi-factor tilts, regular rebalancing, and tax management.
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