"I want my clients to know that my focus is on their goals, and I am able to customize their plan to reach those goals”
Ian Matheson serves as Wealth Advisor in the firm’s Ft. Myers office. Ian strives to make every client relationship last a lifetime, and he provides above and beyond service to exceed client expectations.
Prior to joining Carnegie, Ian was a founding partner and CEO at Matheson Financial which served clients in Florida and the Midwest. His previous experience includes serving as Executive Administrator at Carlson Companies.
Ian serves on his church’s council and elder boards. He is also the chair for the long standing Naples Germanfest, and he is a member of the national notary association. Ian volunteers his time to coaching local sports teams and donates his time to the boards of each organization.
Ian attended college in small town Minnesota at Bethany Lutheran College. Outside of work, Ian and his wife Laura enjoy their time with their four young boys. Ian’s hobbies include fishing, hunting and hiking. He also has a big passion for classic cars.
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