Ian Mccormick
Advisor at Merrill
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Ian Mccormick is the Senior Resident Director and Wealth Management Advisor at Merrill's Fort Wayne office. He holds a Bachelor's Degree from Indiana University and began his career in financial services in 2011, joining Merrill Lynch Wealth Management in 2019. In 2020, he assumed the leadership role as Resident Director of the Fort Wayne branch, where he serves in both a supervisory capacity as branch manager and as a financial advisor managing client wealth.
He holds the Accredited Asset Management Specialist™ designation and the CERTIFIED FINANCIAL PLANNER® certification. His expertise encompasses a comprehensive approach to wealth management that includes investment planning, banking, borrowing and liability management through Bank of America, risk management, and trust and estate planning services. Ian works closely with clients to develop personalized financial strategies aligned with their goals and values.
Ian resides in Fort Wayne, Indiana with his wife and two daughters. He is an officer of Sol D Bayless Lodge #359 F.&A.M. and a member of the Rotary Club of Fort Wayne. He is also involved with Plymouth Congregational Church, UCC, and participates actively in community organizations.
Expertise
Wealth management
Social Security optimization
General retirement planning
Charitable giving & philanthropy
Roth conversion strategy
Demographic focus
Women Professionals
Women's Finance
LGBTQIA
Values-based investing
SRI/ESG (Socially Responsible Investing/Environmental, Social and Corporate Governance)
Work history
Bank of America, N.A.
2019 - Present (7 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2019 - Present (7 years)
WElls Fargo Clearing Services, LLC
2016 - 2019 (3 years)
Wells Fargo Advisors LLC
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Ryan K
CFP®
Fort Wayne, IN
Arena Wealth Management LLC
Ryan Kay, CFP®, AIF®, launched Arena Wealth Management in 2023 after previously working for an independent wealth management firm. He also previously ran his own branch office for a national broker dealer. He has spent his entire professional career providing and implementing investment recommendations to families and institutions. Ryan graduated from Purdue University’s Daniels School of Business with a Bachelor of Science degree in Management. He currently serves as Chairman of Finance and a member of the Board of Directors for the Purdue Alumni Association and has served as a member of the Purdue University System Retirement Plan Committee. He is a past President of the Purdue Alumni Club of Fort Wayne, recipient of the 2015 Purdue University "Outstanding Young Alumni Award", and in 2021 received the "Alumni Service Award" from the Purdue Alumni Association. He received a Certificate in Financial Planning from Boston University and in 2016 was awarded the CFP® certification from the CFP Board. Ryan is a member of Greater Fort Wayne Business Weekly’s Forty Under 40 class of 2017. Ryan is a past Adjunct Lecturer at Purdue University, Fort Wayne (PFW) and previously served as the Treasurer of the Board of Directors for Power House Youth Center. He and his wife reside in Fort Wayne with their daughters.
Colleen M
Series 66
Fort Wayne, IN
Edward Jones
Quinn N
Series 66
Fort Wayne, IN
Edward Jones
Sun P
CFP®, Series 63, Series 66
Fort Wayne, IN
Edward Jones
Kevin R
Series 66
Fort Wayne, IN
Edward Jones
Justin M
Series 66
Fort Wayne, IN
Edward Jones
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