Ian Wood

Growing up in a rural, hardworking, values-driven family, I learned early on the importance of budgeting, saving, and planning for the future. Those experiences shaped not only my relationship with money, but my desire to help others build financial confidence and long‑term stability. I'm proud of my humble beginnings because they grounded me in empathy, perspective, and a genuine respect for the families I serve — values that guide my practice today. As a Merrill Financial Advisor, I'm passionate about helping clients adopt habits and mindsets that can positively impact their financial lives for decades. I take time to truly get to know each individual and family — their goals, values, challenges, and motivations — so I can help bring clarity to complexity. Over the years, the most rewarding part of my work has been the relationships I've built. Many clients have become trusted friends, and I'm grateful for the opportunity to make a meaningful difference in their lives — helping enhance not only their lifestyles and retirement years, but the legacies they envision for the people they care about most. I believe high‑touch, proactive service is one of the clearest differentiators of my practice. I work with a select number of households by design, allowing me to deliver a boutique-like, highly personalized experience — all while drawing on the deep capabilities and global resources of Merrill and Bank of America. My commitment is simple: to serve with integrity, communicate consistently, and act with the same care and diligence I would want for my own family.