"The KM & Associates client service model is built on communication, responsiveness, courtesy and accuracy. Our entire team is committed to delivering consistent, high-quality service that exceeds your expectations."
- Kimberly Reece and Kristen Fisher Swindell
Registered Client Associates
Clients Nationwide, Local Connections
We are proud of our ability to provide personalized coverage to clients in many states, and we're equally proud of our connections to Greensboro, the city we call home. Erick J. Ellsweig's family owned a home furnishings manufacturing business in North Carolina for four generations. As a former executive of that company, he knows numerous business leaders and is familiar with the challenges facing entrepreneurs. Other team members have gone to college here, are raising families here and are actively involved with civic organizations throughout Greensboro proper and Guilford County.
Part of what KM & Associates offers to all clients is access to the remarkable resources of Merrill Lynch and Bank of America. Among these resources is BofA Merrill Lynch Global Research, which in 2012 was ranked as the top research organization by Institutional Investor magazine. With approximately 700 analysts in more than 20 countries (as of the beginning of 2012), the group offers in-depth market and economics research, as well as access to high-quality investment ideas.
For families with elite levels of wealth, we are a gateway to the Private Banking and Investment Group of Merrill Lynch. We work with HB Associates of Atlanta, Georgia. Headed by Private Wealth Advisors Roger Hunt and Scott Bass, this group concentrates on the special situations and unique challenges of managing the financial complexities of ultra-high-net-worth families.
Working With Your Other Advisors
As experienced professionals, we recognize that your other trusted advisors can make valuable contributions to your overall wealth management strategy. At your direction, we will work with your CPA, tax preparers, trust and estate attorneys, or other members of your professional advisory team to see that all the elements of your wealth strategy mesh together seamlessly.