Ian McCormick
,
Assistant Vice President, Resident Director - Wealth Management Advisor
9921 Dupont Circle Dr W
Fort Wayne, IN 46825
260.427.6583
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Whatever your personal goals may be, I will work together with you, one-on-one, to develop a personalized financial strategy designed to help you pursue your long-term goals.
Profile

After graduating from Indiana University I began my career in financial services in 2011, and joined Merrill in 2019. Along with many great experiences in the industry, I hold the Accredited Asset Management SpecialistSM designation and the CERTIFIED FINANCIAL PLANNERTM certification.

Experience and the support of Merrill have made me the go-to advisor for the complex needs of my client's modern lives.

I offer a comprehensive approach to managing wealth that begins with listening to a client's needs and helping to ensure every strategy is grounded in understanding my clients goals and their values.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.

About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your goals into reality.

Meet Our Professional Staff
Catherine M Smith,

AAMS™,CFP®

Registered Senior Wealth Management Client Associate
260.427.6531
Additional Resources
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.
Jenny Cenko
Wealth Management Banking Specialist
Merrill
Don Livio
Investment Solutions Group Portfolio Strategist
Bank of America, N.A.
Joe Rabinowitz
Senior Investment Advisory Specialist
Merrill
Let's Have A Conversation
We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Ian McCormick is registered to do business in AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY.