Taking care of your family and other people in your life
- Trust & Estate Services2
- Education Funding Strategies1
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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.
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.
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 Wealth Management and Bank of America banking specialists 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:
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.
Merrill is proud of our advisors who’ve received recognition from industry publications. We believe they are setting the standard for exemplary client service.
Financial Times –“Top 400 Financial Advisers” 2016
Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2014-2019
Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2018 and 2019
Forbes “Best-in-State Wealth Advisors” 2018
Barron’s Top 1,200 Financial Advisors in 2019
Forbes “Top 250 Next-Generation Wealth Advisors” 2019.
Barron’s America’s Top 1,000 Financial Advisors:State-by-State 2019
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Our experts examine the forces that are changing the world – and how they may impact your life
We offer you access to the investing insights of Merrill, as well as banking, trust and fiduciary services from 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.
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.
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 you stay on track to achieve what's most important to you.
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.
Your life and goals change. We can help you keep track of these changes so they can be reflected in your financial strategy.
MyMerrill is your online and mobile destination for access to your financial information, secure communications, and a robust offering of tools and capabilities
It’s easy to seamlessly integrate your Merrill Wealth Management and Bank of America banking accounts online and through our mobile apps with a single click
You can manage account security with our customizable security capabilities such as Face ID/Touch ID, one time passcode and other security features
Your advisor is a click away through our Secure Inbox and texting application
Access to your complete financial life is available with Spending & Budgeting, integrating your Merrill and Bank of America activity into a powerful tool to track your expenses and income
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.
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment strategy to pursue your goals.
We put you first, every day.
Getting to know you is our primary goal.
Drawing from our experience and the best thinking of Merrill, we will build a strategy that reflects your unique needs, priorities and financial situation.
We will work to help you stay on track, regardless of what the markets are doing.