Ian S. Fuller, ChFC® Managing Director
A specialist at providing investment and planning advice in asset management, retirement and estate planning, and planned giving for individuals and institutions, Ian served as a wealth advisor with Merrill Lynch for nearly 5 years, and a partner with LWF Wealth Management Group. Prior to distinguishing his national reputation as a wealth builder, Ian was an analyst with United Nations Population Fund and KPMG Hong Kong.


Mr. Fuller is a specialist at providing investment and planning advice in asset management, retirement and estate planning, and planned giving for individuals and institutions.


Ian is dedicated to community development and the arts, and provides pro bono financial literacy instruction and mentoring to urban youth throughout the New York City metropolitan area. He is the treasurer of the nonprofit art gallery, City Without Walls, and is a member of the National Planned Giving Council.

Ian received both a B.S. in Economics (with honors) and an M.A. in International Affairs (with distinction) from New York University. He holds a Chartered Financial Consultant designation.