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Ellison Kibler & Associates

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Merrill Lynch

Ellison Kibler & Associates

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Merrill Lynch
Wealth Management

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


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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 the breadth of Merrill and Bank of America on a boutique and customized level. Through our core principles of teamwork and trust, we strive to enhance the financial lives of our clients to achieve their desired personal and financial outcomes. 




*Source: Barron's “Top 1,200 Financial Advisors” list, March 11, 2019. For more information about the selection criteria, http://details-he.re/1u7KVH . Barron's is a trademark of Dow Jones & Company, Inc. All rights reserved. Years prior to 2014, this Barron’s list consisted of 1,000 advisors.  These rankings and ratings are not representative nor indicative of any one client’s experience, future performance, or investment outcome and such rankings should not be construed as an endorsement of the advisor.

A Tribute

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Hagood was a figure that was larger than life that believed one should serve rather than be served. His selfless acts, visionary leadership and passion for his family and client’s was second to none. Hagood believed that things could always be better and with that principle in mind, he formed one of the first teams within Merrill Lynch Wealth Management. While Hagood is deeply missed by family, friends and clients his legacy lives on in all that we do each day.

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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 track 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 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:

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


*Some or all alternative investments may not be in the best interests 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, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.

Your Financial Approach

We offer you access to the investing insights of Merrill, trust and fiduciary services from Bank of America Private Bank, 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
Taking care of your family and other people in your life
  • Trust & Estate Planning Services4
  • Education Funding1
  • Insurance3
HEALTH
Planning for healthcare expenses now and in the future
  • Long-term Care Insurance3
  • Health Savings Account2
  • Disability Insurance3
HOME
Upsizing, downsizing, remodeling or buying a vacation home
  • Home Loans2
  • Home Equity Lines of Credit2
  • Securities-Based Lending2
  • Credit Cards2
WORK
Working in retirement, selling or starting a business
  • Bank of America Business Banking2
  • Exchange Funds1
  • Concentrated Stock Management1
  • Succession Planning1
LEISURE
Spending your free time in meaningful ways
  • Credit Cards2
  • Securities-Based Lending2
  • Structured Lending2
GIVING
Volunteering, mentoring others and giving to charities
  • Donor-Advised Funds4
  • Private Foundations4
  • Charitable Trusts4
FINANCE
Using your finances to bring it all together
  • Merrill 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

1 Investment products are offered by Merrill Lynch, Pierce, Fenner & Smith Incorporated.
2 Banking, mortgage and home equity products offered by Bank of America, N.A.
3 Insurance and annuity products offered through Merrill Lynch Life Agency Inc.
4 Trust and fiduciary services are provided by Bank of America Private Bank.

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 approach, our goal is to help you stay on track to achieve what's most important to you.


Periodic reviews to help you
stay on track

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


    Monitoring changes in your life
    and to your goals

    Your life and goals change. As these changes occur, we can update your approach to reflect them.

    Wealth Management Your Way

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

    Your advisor is a click away within our site or mobile apps

    You can 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’s asset aggregation tool

      Let’s Have a Conversation

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

      Why Merrill?

      As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and 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 Wealth Management Advisor.

      Personalized advice from a dedicated financial advisor.

      We get to know you and your family, your financial situation and what matters most to you.

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

      Drawing from our experience and the best thinking of Merrill, together we will design an approach that reflects your unique needs, priorities and financial situation.

      Adjusting your investment approach as your life and the markets change.

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