Ian Deluke

About Ian Deluke

Working to help others: Ian is committed to putting his clients\' needs first. Ian combines his broad knowledge and experience in cash management, entrepreneurship, and financial services to provide clients with comprehensive and consultative wealth management and financial planning. Comprehensive custom service: Ian is a First Vice President at Morgan Stanley. He holds the title of Corporate Retirement Director and Portfolio Manager. Ian acts as a trusted professional for many of his clients. These clients include individuals, corporations, trusts, foundations, and other institutions across the country. He has a passion for goal-oriented financial planning and customizing solutions to help meet individual client needs. Each client is unique, as are their needs. Education and certifications Ian has a master’s in business administration (MBA) from University of Rochester and a B.S in Finance from Canisius College. He is a Certified Financial Planner TM (CFP®) and a Qualified Plan Financial Consultant (QPFC). Ian holds Series 7 and 66 securities licenses. Passion for financial advice: Ian began his career as an intern at Merrill Lynch. After college he was trained as a credit analyst at M&T Bank, which offered him a deeper understanding of how to manage both sides of the balance sheet. He engages in both asset and liability discussions with his clients. After the financial crisis of 20••••09, Ian saw an opportunity to help individuals and institutions recover, and joined Merrill Lynch as a financial advisor. For the past 14 years he has works as a financial advisor at Merrill Lynch, UBS Financial Services, and Morgan Stanley. Outside Morgan Stanley: As a native of WNY and a father, Ian is passionate about both professional and youth sports in WNY. Ian and his wife, Elise, are members of the Delaware Park community in Buffalo. Ian and Elise have three children, Bruno, Eva, and Douglas. Ian is an active participant with Delaware Soccer Club and Ian and Elise support local soccer in WNY. Ian also partners with the Hardy Mendez Angel Fund which raises scholarships to provide disadvantaged Buffalo youth better educational opportunities. Ian’s favorite activity is spending time outdoors with his family. At a glance: • MBA, University of Rochester • B.S. in finance, Canisius College • Certified Financial Planner TM (CFP®) • Qualified Plan Financial Consultant (QPFC) • Corporate Retirement Director • Portfolio Manager • Series 7 and 66 securities licenses • Life insurance and annuity licenses • NMLS 580057

Experience

1. First Vice President - Wealth Management and Financial Advisor

   Morgan Stanley

   Jan 2023 — Present · Buffalo, NY, US

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Education

• Virginia Polytechnic Institute and State University

  Electrical and Electronics Engineering

  2002 — 2004

• University of Rochester - William E. Simon Graduate School of Business Administration

  Master of Business Administration (M.B.A.)

  2014 — 2016