portrait of Ian M Burks

About Ian

Am I investing in the right places? Do I have enough money for retirement? Am I taking too much risk or not enough risk? How can I save on taxes? There are so many questions when it comes to preparing for your financial future.

My goal is simple: be a partner to help you achieve the financial goals you have. And to do that, I work hard to earn your trust and continued collaboration. Whether you're planning for retirement, needing help with organizing, protecting or transferring your wealth, or offering an attractive benefit package for your employees, we can...

Focus Areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Portfolio Reviews

Work History

  • Edward JonesFebruary 2019 to Current

Education

  • Univ of LouisianaBachelors

Personal Interests

  • Active Lifestyle
  • Outdoor Enthusiast
  • Running
  • Cycling

Team Members

  • Angela Quigley
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

Additional Hours

  • Weekends

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