Ellison Kibler & Associates make premiere on prestigious Barron’s Private Wealth Management Teams list

July 18, 2020

Barron’s named Ellison Kibler & Associates, a Merrill Lynch Wealth Management team in the Carolinas, to its 2020 Top 50 Private Wealth Management Teams list. Although firm advisors are consistently listed on Barron’s various top financial advisor listings, this is the first time the Ellison Kibler & Associates team as a whole has been recognized with this esteemed honor.

The annual ranking from financial news leader Barron’s is an exclusive list of highly esteemed firms that specialize in serving individuals and families across the country. The list serves as the reigning third-party endorsement for clients looking for an advisor.

“Our team is dedicated to serving our clients and we are grateful to Barron’s for this recognition,” said founding advisor E. Robertson Kibler. “To be named alongside so many other revered groups is an honor for our team. We are proud to represent Merrill Lynch and the Carolinas.”

The firm prides its scalable and nimble approach to real world wealth management and brings nearly 500 years of combined experience from its 30-member team. With the vast majority of the 2020 top teams located in major markets such as New York and San Francisco, Ellison Kibler & Associates is one of only two firms named from the southeast and the sole firm in the Carolinas.

 

About Ellison Kibler & Associates

Founded in 1983, Ellison Kibler & Associates is a Merrill Lynch Wealth Management team with offices in Columbia, South Carolina, and Charlotte, North Carolina, and serves affluent families, corporations, endowments and foundations in the region, east coast and beyond. The firm’s private wealth managers and financial advisors have nearly 500 years of combined experience and currently oversee approximately $7 billion in assets. To learn more, please visit fa.ml.com/ek.