Meet Ian
Ian is a Principal in Ponte Vedra, Florida. He joined Mercer Advisors in 2023 through the acquisition of Paragon Wealth Strategies where he served as Partner for three years as well as ran investment and day-to-day operations. Prior, he was Partner at Mellen Money Management LLC. Ian began his career at Merrill Lynch in 2012. He earned his B.A. degree in economics from Colgate University and MBA from Rollins College. Ian is a CERTIFIED FINANCIAL PLANNER® professional. Like his father, a physician, Ian strives to have a positive impact on people’s overall wellbeing.
Ian’s specialties
At Mercer Advisors, all of our wealth advisors provide a highly personalized approach, backed by a team of specialists that ensure every part of your financial list is addressed. Additionally, Ian has focused experience in these areas:
- Planning for retirement, from high-earning years to long-term income strategies
- Private markets, including fund due diligence, liquidity planning, and portfolio integration
- Concentrated stock positions that require strategic diversification and tax efficiency
- Advising physicians with insurance, debt, and investment strategies
- Supporting professional investors with full-service planning and private market access
His working style
Ian is very methodical about his approach and his ultimate goal is to be able to help his clients achieve a better life through their decisions. He is intent on making genuine connections with his clients and educating them. He shows his clients step-by-step why taking action makes sense so they can make decisions confidently.
Ian in real life
What keeps you busy outside of work?
My family and friends are ultimately what I always lean into with my free time. Watching sports with them along the way is always a plus where I like to keep track of most everything Jaguars and Gator sports.
Favorite thing about where you live?
Florida is my home. I love being outdoors whenever I can and there’s never really a time of year that doesn’t allow me to do that. And Jacksonville is where I grew up and is special because it has that small town feel with all of the size of a big city.
What makes you tick?
Having purpose. At work my purpose is helping my clients and teammates to succeed in their lives. At home its making the best life for my kids. And in my community its through positively affecting those around me whether through coaching or working with the charities I am most passionate about.
Ian’s snapshots
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, gained through telephone, virtual and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm evaluates best practices, such as service models, investing models, compliance records as well as revenue trends, assets under management and industry experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Shook Research’s proprietary methodology and ranking algorithm incorporates in-person, virtual, and telephone due diligence meetings to evaluate each advisor across criteria such as client impact, industry experience, client retention, review of best practices, credentials, compliance records, and firm nominations, as well as quantitative factors including assets under management and revenue generated for their firms. Shook considered advisors born from 1987 to present with a minimum of four years of experience as an advisor. View full methodology here.
Please Note: Limitations. Neither rankings and/or recognitions by unaffiliated rating services, publications, media, or other organizations, nor the achievement of any professional designation, certification, degree, or license, membership in any professional organization, or any amount of prior experience or success, should be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if Mercer Advisors or its investment professionals are engaged, or continues to be engaged, to provide investment advisory services. A fee was not paid by either Mercer Advisors or its investment professionals to receive the award or ranking. The award or ranking is based upon specific criteria and methodology (see ranking criteria/methodology via the “Read More” links). No ranking or recognition should be construed as an endorsement by any past or current client of Mercer Advisors or its investment professionals.
Meet Ian’s Teammates
Theresa Nichols
Client Service Specialist
What Ian Says
Theresa works tirelessly on helping me ensure that we deliver on our promise of making every client feel like our one and only client.
Keith Huber
Managing Partner
What Ian Says
Keith helps empower me and my team to best serve our clients and deliver a truly boutique feel.
Jenn King
Wealth Advisor
What Ian Says
Jenn is an extremely talented advisor who is always willing to help me or anyone else on our team. Our ability to work as a team and share knowledge on behalf of each client to help deliver positive outcomes is special.
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