Ian Gordon

Ian began his career as a financial Advisor in 2002 with a private firm engaged in financial planning and tax preparation, soon moving to their asset management group. Ian would then move to Merrill in 2006.

Ian has earned multiple designations. The Certified Investment Management Analyst^® (CIMA^®) designation through classes at The Wharton School and the Certified Private Wealth Advisor^® (CPWA^®) designation through classes at Chicago Booth School of Business, both from the Investments & Wealth Institute (formerly IMCA, the Investment Management Consultants Association). The Sports & Entertainment Accredited Wealth Management Advisor™ (SE-AWMA™) designation through the College for Financial Planning and the Certified Plan Fiduciary Advisor^® designation from the National Association of Plan Advisors (NAPA).  He holds the FINRA Series 7 and 66 Registrations.

Ian is a qualified Portfolio Manager who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing his own personalized or defined strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies. When servicing clients through the firm’s Investment Advisory Program, a Portfolio Manager may manage his strategies on a discretionary basis.

While not busy with his three children, Ian finds the time to stay active in his community having been recognized for several years by the Bank of America Community Volunteers Honor Rolls. Additionally, he is an avid life-long motorcyclist and recent obtained his Advanced Open Water Scuba Diving Certification from PADI (Professional Association of Diving Instructors).

*Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.