Ian is an experienced leader with a demonstrated history of working in the financial services industry. He is an Investment Adviser Representative and holds a General Securities Representative (Series 7), Uniform Combined State Law (Series 66), and General Securities Sales Supervisor (Series 9 & 10) registrations. In addition, Ian is certified as an Accredited Investment Fiduciary (AIF®).
He brings with him a track record of accomplishment in delivering value to his members and community throughout his career, with his progressive role as Financial Advisor at Morgan Stanley to influencing and leading a team of sales professionals at Bank of America, Wells Fargo, Citibank and Scottrade Inc.
He spearheads Meriwest Wealth Advisors and partners with all lines of business at the Credit Union, including the Retail Branch channels as a commitment towards a seamless member experience. A deliberate practitioner of the ‘member-first’ approach, he and his entire team is dedicated to a collaborative and holistic platform to drive wealth management strategies in pursuit of life’s goals, changes and complexities.
Ian graduated Law with Honors from the University of Northumbria in Newcastle, UK. He is an avid Bay Area sports fan that enjoys travelling, volunteering, reading and spending quality time with his family.