About Ian Wilt
Rooted in multi-generational connections to Cincinnati and Dayton, Ohio, Ian Wilt has developed enduring client relationships built on trust, continuity, and service. He is recognized for a thoughtful, high-touch approach, supported by decades of experience across investment management and personal wealth planning.
Ian has more than 40 years of experience as a wealth management professional. A University of Cincinnati alumnus, he began his career in financial services at Prudential-Bache in 1983. Ian offers a deep understanding of portfolio strategy, as well as estate, trust, philanthropic, and tax planning concepts, with a focus on multi-generational families and foundations. Reflecting his commitment to community leadership, Ian has also served as past president of Hyde Golf & Country Club and served on the board of St. Ursula Villa School.
Securities Agent: FL, IL, TN, MI, ME, MA, CT, DE, VA, DC, OH, KS, CO, AZ, WI, TX, NM, MN, HI, PA, KY, IN, NY, MD, SC, NV, NC, CA, ID; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures