Ian Bearss

Brand Development, William Allan Wealth Management

With a background spanning high-touch hospitality, wine education, and luxury lifestyle experiences, Ian brings a fresh, client-first perspective to the world of wealth management. At William Allan, he leads marketing, digital strategy, and brand development - helping to bridge timeless investment discipline with a modern, accessible message.

He is the architect behind the firm's updated digital presence, voice, and client acquisition systems, including outreach strategies for high-net-worth individuals, referral networks, and partnership channels. His work focuses on making financial strategy feel approachable without sacrificing clarity or credibility.

Outside of William Allan, Ian is a creative entrepreneur with a strong interest in golf, design, and private events. He's currently building ventures that blend exclusivity with impact - always with an eye on long-term legacy.

• Firm office: One World Trade Center, 8th Floor, Long Beach, CA 90831
• Phone: (800) 677-5309