Ian McElreath

Ian McElreath is a seasoned financial professional with extensive experience in financial advising and investment strategies. Currently serving as a Financial Advisor for Emerson Equity since April 2021 and as a Capital Gains Deferral Specialist for the Estate Planning Team, Ian focuses on wealth succession and business planning through the use of Deferred Sales Trusts. Prior roles include Financial Advisor at 20/20 Financial Advisers, LLC & 20|20 Capital Management, Inc., Senior Vice President at Cantor Fitzgerald, and Regional Vice President at Realty Capital Securities, showcasing a strong background in real estate and alternative investments. Ian began the career as an Internal Sales Associate at KBS Capital Markets Group and as a Regional Sales Coordinator at Pacific Life after earning a Bachelor of Business Administration in Finance from the University of San Diego.