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United States, Florida, Fort Myers – 08-23-2019 ( — Ian Matheson, owner of Matheson Financial, will add depth and lead expansion efforts in Southwest Florida for Carnegie. 

Carnegie Investment Counsel is pleased to announce the merger of Matheson Financial and the hiring of Ian Matheson. Ian will be its newest wealth advisor working out of our Fort Myers location. As owner and CEO of Matheson Financial Services in Bonita Springs, Florida for the last 20 years, Ian led the planning process and advised clients on comprehensive tax, estate, wealth transfer and philanthropic considerations and solutions. He began his career in Minneapolis working for Matheson Financial before the founder, his father, Robert Matheson decided to relocate its headquarters to Bonita Springs. Ian has held several positions volunteering for his church on many of the boards and also as a church elder.  He is the founder of the Naples Germanfest which is on its 13th year and has raised over $100,000 for local charities. Ian and wife Laura live in Estero and are very active in their four sons’ sports and activities.To contact Ian, email [email protected] or call 239-939-3235.

Media Contacts:

Company Name: Carnegie Investment Counsel
Full Name: Gary P Wagner
Phone: 2163674114
Email Address: Send Email

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About the Author: Sidney Martin

Sidney Marin Is a researcher and law student at York University (TORONTO). He has worked as the Director of the Graduate Lawyering Program. He worked for American law firms in Moscow, Russia for three years. Hegraduated from Columbia Law School, Columbia School of International and Public Affairs and Harvard College. He research interest is in human rights and health law, with a particular focus on the law and policy of vaccination.