Merrill Lynch Financial Advisor Andrew Ellison

Merrill Lynch Financial Advisor Andrew Ellison is a financial consultant in Charlotte, North Carolina. The practice provides wealth management services to affluent families, corporations, endowments, and foundations.

Established in 1983, the Ellison Kibler team provides a customized, boutique-style experience by leveraging the extensive resources of Merrill and Bank of America. Their approach focuses on creating flexible strategies tailored to individual financial pictures, utilizing investment insights and lending solutions to help clients achieve specific personal and financial outcomes. The team operates through core principles of teamwork and trust to enhance the financial lives of those they serve.

Located on S Tryon St in Charlotte, the office is situated near the Harvey B. Gantt Center for African American Arts & Culture and the Museum of Illusions.

The practice is recognized for excellence in the industry, earning placements on Barron’s “Top 250 Private Wealth Management Teams” and “Top 100 Private Wealth Management Teams.” Additionally, the team has been honored by Forbes as one of “America’s Top Wealth Management Teams High Net Worth” and as a “Best-in-State Wealth Management Team.”

Through specialized wealth management and a commitment to client service, Andrew Ellison serves the financial needs of the Charlotte community.

Services:

• Banking Convenience and Lending Solutions
• Consultation for Corporations, Endowments, and Foundations
• Investment Insights
• Investment Insights from Merrill
• Personalized Wealth Management Strategies
• Solutions for Corporations, Endowments, and Foundations
• Superior Client Service for Affluent Families
• Superior Client Service to Affluent Families