Taking care of your family and other people in your life
- Trust & Estate Planning Services4
- Education Funding1
We are committed to understanding your values and what you want to accomplish with your assets. We believe that one-on-one conversations help us get to know who you are and what you and your family want for your lives and allow us to concentrate on helping you pursue your life goals and plan for your legacy.
As a Merrill Advisor, Ian offers a highly disciplined wealth management process, specifically tailored to the needs of high-net-worth individuals, families, corporate executives, medical professionals, professional athletes, and private and public companies to align their financial picture with what is most important to them. Ian prioritizes wealth building, preservation, and succession planning to help ensure multi-generational financial stability. Ian takes a made-to-measure approach with his clients. He focuses a great deal of time prioritizing and discussing various aspects of a client's financial life, from everyday matters to long-term aspirations. He utilizes Merrill's wide range of financial capabilities, such as, tax minimization strategies, retirement planning, alternative investments, home financing through Bank of America, N.A., and education funding vehicles to help ensure clients reach their goals with the resources that they currently have.
Prior to joining Merrill, Ian was a student-athlete at Hood College, where he majored in Finance and minored in Economics while playing basketball for the Men's Basketball Team. When not spending time with his clients, he enjoys golfing, surfing, team sports, spending time with friends and family, and attending events across the DC area. He is a Maryland native and currently resides in Urbana, MD.
Learn about the MyMerrill Mobile App.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Wealth Management Lending Officer
Bank of America, N.A.
Senior Structured Credit Executive
Bank of America, N.A.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.
Your life and goals change. As these changes occur, we can update your approach to reflect them.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
We believe there is no substitute for having a relationship with a team of Merrill Lynch Wealth Management Advisors committed to your needs, who can leverage the investment insights of Merrill and offer access to the banking convenience of Bank of America to help clients navigate the financial and economic landscapes. Let’s work together to help you pursue your goals.
complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We get to know you and your family, your financial situation and what matters most to you.
We will work to help you stay on track, regardless of what the markets are doing.