
IAN MOREAU

Ian is a Regional Representative, Business Consultant at John Hancock Investments covering the Austin, San Antonio, and surrounding central/south Texas wirehouse, independent, and regional firms in the area. He joined the industry in 2015 starting his career in finance with John Hancock Investment Management. Prior to joining John Hancock Investments, Ian worked as a science teacher and football/basketball coach across the state of Texas. Since joining the firm, Ian worked as an internal covering Texas and parts of Oklahoma and was then promoted to the management team. He was tasked with the opening of the new office in Arizona where he played an instrumental role in our companies’ expansion in the west. Over the years, Ian has been a leader within the sales organization with coaching, mentoring, and helping to run a division. Ian currently holds the industry exams 63, 66, SIE, 7, 24, CEPA, and the AIF designation. Ian is also a National Social Security Advisor Certificate Holder from the NSSA organization.
Ian excels at building relationships with a focus on providing excellent customer service and access to resources to help advisors run a thriving business through effective consultative services and a vast array of solutions.
Ian, his wife Jennifer, and their two kids, Axie (11) and Dane (7) reside in the greater Austin area. They love being back home in the great state of Texas and being close to family and friends. Both Ian and Jennifer graduated from Texas A&M University – Commerce with a Bachelor of Science degree. Ian, youngest of 9 kids, is originally from Montana and came to Texas for college where he first met Jennifer.
Ian is a Regional Representative, Business Consultant at John Hancock Investments covering the Austin, San Antonio, and surrounding central/south Texas wirehouse, independent, and regional firms in the area. He joined the industry in 2015 starting his career in finance with John Hancock Investment Management. Prior to joining John Hancock Investments, Ian worked as a science teacher and football/basketball coach across the state of Texas. Since joining the firm, Ian worked as an internal covering Texas and parts of Oklahoma and was then promoted to the management team. He was tasked with the opening of the new office in Arizona where he played an instrumental role in our companies’ expansion in the west. Over the years, Ian has been a leader within the sales organization with coaching, mentoring, and helping to run a division. Ian currently holds the industry exams 63, 66, SIE, 7, 24, CEPA, and the AIF designation. Ian is also a National Social Security Advisor Certificate Holder from the NSSA organization.
Ian excels at building relationships with a focus on providing excellent customer service and access to resources to help advisors run a thriving business through effective consultative services and a vast array of solutions.
Ian, his wife Jennifer, and their two kids, Axie (11) and Dane (7) reside in the greater Austin area. They love being back home in the great state of Texas and being close to family and friends. Both Ian and Jennifer graduated from Texas A&M University – Commerce with a Bachelor of Science degree. Ian, youngest of 9 kids, is originally from Montana and came to Texas for college where he first met Jennifer.
- Advisor Type: Business Consultant
- Website:
https://www.jhinvestments.com/ - Phone: (512) 493-5795
- City: Austin
- State: Texas
- Postal Code: 78703
- Country: United States
- Designations: CEPA
- Markets Served:
- Company Name: John Hancock Investment Management
IAN MOREAU

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

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5-4-3-2-1 Whitepaper

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A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

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Decentralizing the Business Owner

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Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

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From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)
Top Questions To Ask Your Business Owner's Advisors

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series
