Ian Glassford is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in the financial services industry. He specializes in assisting families with wealth management, including preservation, taxation, legacy planning, personal retirement planning, individual and corporate investment strategies, tax minimization, and retirement income.
Prior to his current role, Ian held positions as a Private Banker at Republic Bankcorp from 1989 to 1997, Private Banker and Regional Sales Manager at KeyPrivateBank from 1997 to 2006, Banker at JPMorgan from 2006 to 2014, and Banker at Wells Fargo Private Bank from 2014 to 2020. He holds the Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from Carleton University.
Ian follows the Merrill tradition of community involvement through volunteering. His personal interests include fishing, golfing, ice hockey, reading, skiing, traveling, and spending time with his family. He works closely with clients to develop personalized financial strategies aimed at helping them pursue their long-term goals.