David J. Kiolbassa Senior Vice President, Senior Financial Advisor I have over 27years experience in the financial services industry, joining Banc of America Investment Services in 1994 which merged with Merrill in 2009. I serve as managing senior partner for K & I and Associates. I believe that clients have the right to a Financial Advisor who truly acts in their best interest. I take the time to get to know clients through active listening and taking an active interest in their lives, applying what I learn to help them to achieve their vision of financial success. My team, K & I and Associates, is a dynamic group of dedicated individuals driven by a desire to deliver high quality service, products and advice to affluent clients. Each facet of our investment and service model is guided by a defined process ensuring consistency of the client experience, from the initial meeting through the building of multi-generational relationships. Our team's belief is that each client's needs and goals are unique, and each deserves a higher level of care and service. We focus on the complexities of managing wealth for successful individuals and their families so that they can continue to focus on their businesses, families and the other priorities in their lives. I'm a 5th generation Texan and have lived in San Antonio since 1986. I'm a Cum Laude graduate of The University of Texas, Dallas receiving my B.S.in Business Management. I have served as Chairman of the March of Dimes Walk America, board member of the San Antonio Zoological Society, Investment Committee member for Catholic Community Foundation, Leadership San Antonio class XXVIII, a YMCA soccer coach for 10 years and an officer in the Knights of Columbus. I served as Chair of Seton Home San Antonio, a board member of Catholic Charities and youth ministry Core Member at my church. My wife Kellie and I have been married for 28 years and have 3 daughters, Courtney, Kathryn and Emily.