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Thomas Immenschuh, CPFA
Senior Vice President
Senior Financial Advisor
Portfolio Manager
Comprehensive Approach - Proven Capabilities - Attentive Service
Tom works with business owners, professionals and their families. Using a comprehensive client centered approach to wealth management he serves as a senior partner for KI & Associates at Merrill Lynch Wealth Management.
His team KI & Associates, delivers personalized strategies for growth and accumulation of wealth, investment management, preservation of assets, and the efficient transfer of wealth to heirs and beneficiaries. His goal is to work with clients to achieve financial well being.
Tom, using the vast resources and partnerships within the banking convenience of Bank of America and Merrill Lynch Wealth Management platforms, has experience in developing and successfully implementing financial strategies for clients in the following areas:
• Retirement Planning
• Wealth strategy, management and preservation
• Concentrated stock and options
• Designing and refining company sponsored plans., 401(k), 457, Executive Comp
• Corporate cash and treasury management services
• Lines of Credit, Term Loans and other personal and business liability management
• Trust, Estate and Insurance Planning Services
Tom is a graduate of University of Texas, San Antonio where he received his BBA in Finance, with a minor in Accounting. Tom was honorable discharged from the US Air Force after serving from 1982 to 1986. He continued his service in the US Air Force Reserve from 1986 to 1995, and was activated for both Desert Shield and Desert Storm.
In the San Antonio Community Tom has served on the Board of Any Baby Can, The ARC of San Antonio and the Texas Planning Council Partners in Policy Making. Currently, he is an active volunteer for the Central Catholic School Golf Team. He is a Lifetime member of the UTSA Alumni Association. He is past President of Team Golf San Antonio and is still an active member. Alamo Heights Kumon Math and Reading Center is owned and operated by Tom's wife Charlotte.
Tom lives in Castle Hills, with his wife Charlotte Gallagher Immenschuh, and sons Evan, Ian, and Owen.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
Dodge City Senior High
University of Texas at San Antonio
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Supported by the global resources of Merrill, my team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Retirement Specialist
Bank of America, N.A.
Wealth Strategies Advisor
Bank of America, N.A.
Wealth Management Lending Officer
Bank of America, N.A.
NMLS #754165
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