Ellison Kibler & Associates

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Ellison Kibler & Associates

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Ellison Kibler & Associates private wealth managers and financial advisors have 403 years of combined experience. We have navigated the markets since 1983 and can apply the collective wisdom from that experience to our guidance for clients' investing and wealth management strategies.

Ellison Kibler & Associates

Ellison Kibler & Associates

Ellison Kibler & Associates was formed in 1983 with the goal of providing a superior wealth management experience and unsurpassed client service to affluent families, corporations, endowments and foundations. From our offices in Columbia, South Carolina and Charlotte, North Carolina, our team brings you access to the investment insights of Merrill Lynch and the banking convenience of Bank of America, coupled with our high-touch client service experience.

Ellison Kibler & Associates also offers a wide variety of retirement plan services to corporate clients. We service retirement plans for a diverse group of public and private clients, including physician practices, manufacturing companies, law firms, architecture and engineering firms, and service firms. We use the same high-level service model for retirement plan clients that we do for individuals.

Since 1985, we have also provided investment services to a wide range of nonprofit organizations including family, educational and hospital foundations, as well as other public and private foundations. Many turn to Ellison Kibler & Associates to help them invest their assets and manage their endowments. We have the skills to assist them as they balance risk and reward with the demands of their organizations.

*Source: Barron's "Top 1,200 Financial Advisors" list, March 12, 2018. For more information about the selection criteria, go to https://www.ml.com/articles/awards-recognition.html. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this list consisted of 1000 Advisors. Rankings and recognition from Barron's are no guarantee of future investment success and do not ensure that a current or prospective client will experience a higher level of performance results and such rankings should not be construed as an endorsement of the advisor.. Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved.

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Real World Wealth Management

No one has a master catalog of strategies and tactics. The work we do is tailored for you and your financial situation. This effort takes into account where you are now, your tolerance for risk, liquidity needs, time horizon and where you see yourself and your family in 5, 10 or 20 years.

Our approach is scalable and nimble, able to respond quickly to market opportunities as needed. We focus on understanding clients' goals and objectives so that we can help them to develop a targeted, customized approach. Whether the subject is retirement, education for children or grandchildren, estate planning services or philanthropic objectives, specific goal-setting is critical to developing an appropriate financial strategy.

Once your goals are clearly articulated, we help you implement your investment strategy. This process includes a thorough review of assets and liabilities, as well as an intensive understanding of your comfort level with risk. Our experience has shown that risk management within an investment portfolio is a key driver of long-term investment performance.

From implementation forward, we monitor the portfolio, as well as your progress toward your goals. Through sophisticated tools, such as probabilistic modeling, we are able to recommend adjustments as the market and economic environments dictate.

*Source: The Financial Times Top 400 Financial Advisors (FT 400) is an independent listing produced by the Financial Times (March, 2017). For more information about the selection criteria, go to http://details-he.re/fWZZLQ. The ranking or ratings shown here may not be representative of all client experiences because they reflect an average or sampling of the client experiences. These rankings or ratings are not indicative of any future performance or investment outcome. 

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Personal Attention, Outstanding Service

As a client, you will have a dedicated four-person wealth management team, with each member having a specific role and skill set. You will be served by a wealth management advisor, a financial advisor or investment associate and two client associates. In addition, we will consult with other specialists within Merrill Lynch and Bank of America as needed, to provide access to support for banking, tax minimization strategies in concert with your personal tax advisor and estate planning services.

Whether for individuals, trusts or institutions, we can make well-considered recommendations for allocating among various asset classes, including equities, fixed-income, commodities, private equity and other alternative investments.

In all our endeavors, we maintain our five principles of service:

  • Client Focus
  • Respect for the Individual
  • Teamwork
  • Responsible Citizenship
  • Integrity


*Some or all alternative investments may not be suitable for certain investors. Certain alternative investments carry significant risk and are not subject to the same regulatory oversight as mutual funds and other traditional investments.  For these reasons, access to alternative investments may be limited to investors who are designated as sophisticated, high-net-worth investors.

 

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Serving Affluent Individuals and Families, Corporations and Foundations

For more than 25 years, Ellison Kibler & Associates has built our reputation by offering wealth management advice and guidance to some of the most high-net-worth individuals, affluent families and significant institutional clients in the country. We also offer wealth management strategies to corporations, endowments and foundations.

The clients we work with come from all walks of life: they are business owners, professionals, corporate executives and philanthropists. We have built strong relationships with clients through an unwavering commitment to their key interests built on a foundation of professionalism and experience.

Meet Our Team

Supported by the global resources of Merrill Lynch, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Strategy

We offer you access to the investing insights of Merrill Lynch, trust and fiduciary services from U.S. Trust, and the banking convenience of Bank of America to help you pursue your goals. We will work to help you stay on track, regardless of what the markets are doing.

FAMILY
FAMILY
Taking care of your family and other people in your life
  • Trust & Estate Services2
  • Education Funding Strategies1
  • Insurance3
HEALTH
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds2
  • Private Foundations2
  • Charitable Trusts2
FINANCE
FINANCE
Using your finances to bring it all together
  • Merrill Lynch Investment Accounts1
  • Investment Advisory Accounts1
  • Alternative Investments1
  • Exchange-Traded Funds1
  • Mutual Funds1
  • Closed-end Funds1
  • Fixed Income Products1
  • Options1
  • Annuities3
  • Impact Portfolios1
  • Market-Linked Investments1
  • Securities-Based Lending2
  • Margin1
  • Home Loans2
  • Bank of America Checking and Savings Accounts2
  • Credit Cards2
  • Online Account Access1,2

1Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2Banking products are offered by Bank of America, N.A.
3Insurance and annuity products offered through Merrill Lynch Life Agency Inc.

Staying on Track

We understand that both your life and the financial markets can change over time. By periodically checking in to discuss changes in your life and revisiting your financial strategy, our goal is to help give you peace of mind* that you're on track to help achieve what's most important to you.

Regular reviews to help you stay on track
Regular reviews to help you stay on track

We'll meet with you periodically to review your goals and the progress you’ve made toward reaching them. We'll also discuss any adjustments needed to your financial strategy to help you stay on course.

  • Sample client review agenda
  • Sample Wealth Outlook Report
Monitoring changes in your life and to your goals
Monitoring changes in your life and to your goals

Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.

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Access to what you need, when you need it

MyMerrill is your destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.

  • Your advisor is never more than a click away within our site or mobile apps
  • Manage account security with our customizable security capabilities such as touch id, one time passcode, and other security features
  • Access to your complete financial life is available with My Financial Picture, Merrill Lynch’s asset aggregation tool

*Peace of mind is an aspirational state of mind that clients hope to achieve. There are no guaranteed results following completion of the Goals-Based Wealth Management process because markets can fluctuate and investments can lose value. Advisors work with clients to help them understand how the goals based wealth management process can help to address their concerns, financial situation and priorities.

Let’s Have a Conversation

Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, we can help you create a financial strategy that reflects your personality. Only then can we offer an approach that is built around your life priorities and the ongoing advice you need to help you manage fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.

Why Merrill Lynch?

As Merrill Lynch financial advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.


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We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch financial advisor.

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Personalized advice from a dedicated financial advisor.

Getting to know you is our primary goal.

A comprehensive approach, built around your life’s priorities.

Drawing from our experience and the best thinking of Merrill Lynch, we will build a strategy that reflects your unique needs, priorities and financial situation.

Adjusting your plan as your life and the markets change.

We will work to help you stay on track, regardless of what the markets are doing.