Ian McDade

About Ian McDade

Ian McDade is an accredited Private Wealth Advisor and managing partner of the McDade Group within Merrill\'s Private Wealth Management division. Ian has spent his 30-year career advising founders, corporate executives, professionals, business owners, and institutional. He has provided guidance around succession planning, wealth transfer, philanthropic strategies, investment management and preparing the next generation to inherit significant wealth. Ian and his team focus on serving a fewer number of clients with $10M to $100M in investible assets and delivering an exceptional level of service. Ian believes in continuous learning. In addition to the B.S. in Biology and German that he earned at Hampden-Sydney College, Ian has completed executive education programs at the Stanford Graduate School of Business, Wharton School at the University of Pennsylvania, the McDonough School of Business at Georgetown University, the Booth School of Business at the University of Chicago, Harvard University, and the Tuck School of Business at Dartmouth College. He also holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Board of Standards, Inc, the Certified Investment Management Analyst® designation awarded by the Investments & Wealth Institute™ (The Institute), and the Certified Plan Fiduciary Advisor® designation awarded by the National Association of Plan Advisors. Ian has been actively engaged in the communities he has lived in. He currently serves as a Founding Trustee of the PGA Foundation for the Carolinas and a Board Member of GenOne, a not-for-profit organization that partners with talented, first-generation students from underserved communities, helping them successfully navigate into and through college. Ian and his wife, Victoria, live in Charlotte, NC with their three children. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA® or Certified Investment Management Analyst® signifies that the user has successfully completed The Institute\'s initial and ongoing credentialing requirements for investment management consultants.

Experience

1. Private Wealth Advisor, Managing Director

   Merrill Lynch

   Mar 2003 — Present

   Ian has over 30 years of experience in the financial services industry and joined Merrill in March of 2003. He was named to the Barron\'s \"Top 1,200 Financial Advisors\" list for 2025, 2024, 2021, 2020, and 2019 (Published annually February – March. Rankings based on data as of September 30 of prior year*), and to Forbes \"Best-in-State Wealth Advisors\" list in 2025, 2024, 2023, 2022, 2021, 2020, 2019, and 2018 (Published annually Jan – April. Rankings based on data as of June 30 of prior year).* Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets.*Merrill Institutional Consulting™ (MIC) is part of the Global Wealth & Investment Management (GWIM), the wealth and investment management division of Bank of America Corporation (\"BofA Corp.\"), and offers products and services for the benefit of institutional and ultra-high net worth clients through dually registered representatives of Merrill Lynch, Pierce, Fenner, & Smith Incorporated(also referred as \"MLPF & S\" or \"Merrill\") who can provide brokerage and investment advisory services. The nature and degree of advice and assistance provided, the fees charged, and clients\' rights and MLPF & S\'s obligations will differ depending upon the products and services actually provided. Banking products, services, and activities are offered by wholly owned banking affiliates of BofA Corp, including Bank of America, N.A, Member FDIC. MLPF & S and Bank of America, N.A. are affiliates of Bank of America Corporation. MLPF & S is a dually registered broker-dealer and investment advisor and Member SIPC. MLPF & S makes available investment products sponsored, managed, distributed, or provided by companies that are affiliates of BofA Corp.

Education

• Hampden-Sydney College

  Bachelor's Degree

  1991 — 1995

• North Cross School

  High School Diploma/GED

  1978 — 1991

• The Stanford University Graduate School of Business

  Foundations of Investment Management

  2011 — 2012

• The University of Chicago Booth School of Business

  Merrill Lynch Investments Program

  2008 — 2009

Skills

• 401k Plan Design and Management
• Asset Allocation and Investment Management
• 10b5-1 Plan Design and Management