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About
Ian Longsworth is an Investment Associate at Hennion & Walsh, a firm renowned for its expertise in fixed income, particularly municipal bonds and comprehensive wealth management services. In his current role, Ian supports client investment needs by focusing on tailored solutions within the fixed income sector, especially municipal bonds, and contributes to the firm's reputation for personalized wealth advisory.
Previously, Ian served as a Tax Preparer at H&R Block, where he developed a foundation in taxation and personal finance, enhancing his client advisory skills. He entered the investment industry after earning a Bachelor of Science degree in Finance from the University of South Florida, equipping him with strong analytical expertise in financial markets and investment strategies.
Ian specializes in advising clients on fixed income investments with a focus on municipal bonds, and also draws on his tax background to provide holistic perspectives on investment and retirement planning. With FINRA registration and a broad knowledge base, he is committed to guiding investors through wealth management and tax-aware investment strategies.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hennion & Walsh | Investment Associate | May 2024 to Present | — |
| H&R Block | Tax Preparer | Jan 2024 to May 2024 | — |
Education
University of South Florida
Bachelor of Science - BS, Finance, General
2018 — 2022
Others at Hennion & Walsh Asset Management, Inc. (15)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Delray Beach, FL , United States |
| President and Chief Investment Officer - Hennion and Walsh Asset Management | Parsippany-Troy Hills, NJ , United States | |
| Trader | Parsippany-Troy Hills, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | Randolph, NJ , United States | |
| Senior Investment Associate | Irvington, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | United States | |
| Investment Associate | West Palm Beach, FL , United States |
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