Ian Davis is a dynamic financial professional who blends a strong foundation in strategic corporate operations with a passion for hands-on wealth management. As Vice President at Horizon Financial Group and an LPL Financial advisor, Ian works directly with businesses, non-profits, individuals, and families to develop tailored investment strategies, leveraging his corporate background to deliver a high level of precision and planning discipline.
Prior to entering wealth management, Ian spent nearly a decade at Verizon Communications, where he held multiple roles across strategic operations, product management, and process integration. Most notably, he served as Program Manager for Strategic Operations, where he was responsible for managing cross-functional initiatives, including oversight of critical financial reporting such as 10-K filings and other SEC-compliant disclosures. This experience honed his expertise in risk management, analytics, and compliance, skills that now inform his investment advisory practice.
Ian’s transition from corporate strategy to financial advising was driven by a desire for deeper, more personal engagement with financial decision-making. Today, he brings that same analytical rigor and operational focus to portfolio construction, retirement planning, and wealth preservation strategies for clients seeking a more personalized approach to managing their money.
Ian holds an MBA from the University of Florida and a bachelor’s degree in Business Administration from Furman University. He is licensed across multiple states and is committed to building lasting client relationships through transparency, education, and strategic foresight.