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Throughout a career spanning 32 years, Martin McGillivary, Wealth Management Advisor and Branch Manager, has been focused on serving his clients’ needs through comprehensive and personalized financial planning, long-term portfolio management and wealth preservation. His commitment to always giving his clients the best possible services and opportunities prompted him to establish his own independent office, working through Raymond James Financial Services, in 2011. He then partnered with Timothy Ippisch, Wealth Management Advisor, to form McGillivary & Ippisch Wealth Advisors in 2016. These changes have allowed him more flexibility and resources to exercise his client-first approach to business.
Marty holds Series 7, 8 and 65 licenses as well as his ChFC® and CPFA® designations. Prior to his move to Raymond James, Marty was a financial advisor, investment specialist and compliance supervisor with Northwestern Mutual Investment Services for more than 16 years. Before that, he was employed as a financial advisor with Shearson Lehman for eight years. Marty graduated from Ohio University in 1984 with dual majors in finance and marketing.
Marty and his wife, Tammy, are lifelong residents of the Dayton area and currently live in Troy, OH and have four children. Marty is a member and volunteer with the Elevation Point Church and also enjoys spending his free time with his family. When he gets a chance, some favorite activities include biking with his wife, hiking in Colorado when visiting their daughter and watching sports with his sons. Eventually, he would love to travel more (and get back to his golf game).