Islamorada Investment Management
Ian J. Gates serves as a Personal Alpha Specialist and Investment Advisor Representative at Islamorada Investment Management, where responsibilities include executing trades, managing client records, troubleshooting IT systems, scheduling client meetings, and creating educational content. Prior experience encompasses a Financial Planning Externship with Amplified Planning and a notable military career with the Maryland Army National Guard, culminating as a Captain. Additional roles include a Staff Officer with the 29th Combat Aviation Brigade and a Joint Staff Officer at U.S. Africa Command. Ian J. Gates holds multiple degrees, including a Master of Arts from Villanova University, a Master of Arts from Old Dominion University, and a Bachelor's degree from Houghton University, along with ongoing education in Financial Planning and Services from The American College of Financial Services.
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Islamorada Investment Management
Islamorada Investment Management (IIM) is an independent fee-only Registered Investment Advisor focusing on long-term investment growth.