Klindt, Cole & Associates
222 2nd Ave S
Nashville TN 37201
(615) 747.5608
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Servicing a select group of clients whose needs and values are at the center of our focus, we offer both the intimacy of a boutique and the global resources of one of the world’s largest financial services firms.
Welcome

Our team has a long and distinguished history in wealth management and investment consulting at Merrill. We work with foundations, endowments, affluent families, corporate executives and successful business owners who value a holistic approach designed to simplify their complex financial situations. We work with clients to help them achieve their objectives through a combination of strategic planning and prudent investing. In addition to delivering financial and investment advice, we work with clients’ attorneys, CPAs and other advisors to address issues such as tax management, estate planning and philanthropic strategies.

Recognition
Eric Klindt
Managing Director, Private Wealth Advisor
Forbes "Best-in-State Wealth Advisors", 2021-2024
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Barron's "Top 1200 Financial Advisors", 2014-2024
(Published annually in March. Rankings based on data as of September 30 of prior year.)
Show more recognition
Klindt, Cole & Associates
Forbes "Best-in-State Wealth Management Teams", 2025
(Published on January 9, 2025. Rankings based on data as of March 31, 2024.)
Our Approach
A Commitment to Service

Merrill Private Wealth Management is committed to providing a select group of clients with highly personalized one-on-one service. When you work with us, our knowledgeable, rigorously trained private wealth advisors will gain a deep understanding of your goals, help you develop a multigenerational wealth strategy, and help you update your strategy as needed. We are committed to providing you access to the investment insights of Merrill and the banking convenience of Bank of America, and Merrill will continue to invest in client tools and new technology to enhance your overall experience as you and your private wealth advisor pursue what's most important to you.

Meet Our Team
Eric Klindt,

CIMA®

Managing Director, Private Wealth Advisor
615.747.5625
Christy Cole,

CFP®

Senior Vice President, Private Wealth Advisor
615.747.5619
Russell Jones,

CFP®, CPFA®

Managing Director, Wealth Management Advisor
615.747.5608
Joshua Herring,

CPWA®, SE-AWMA™

Senior Vice President, Wealth Management Advisor
615.747.5622
Robert McMahan
Senior Vice President, Wealth Management Advisor
615.747.5628
Jackson Moran,

CFP®, CRPC™

Vice President, Wealth Management Advisor
615.747.5690
Ron Ganser
Vice President, Senior Financial Advisor
615.747.5750
Daniel Greaves
Senior Financial Advisor
615.747.5649
Blake Kniffin
Officer, Business Manager
615.747.5672
John Piovarcy,

CRPC™

Vice President, Wealth Planner
615.747.5620
Patsy Bass
Assistant Vice President, Private Wealth Associate
615.747.5634
Jason Porter
Registered Wealth Management Client Associate
615.747.5665
Jacqueline Stark
Wealth Management Client Associate (FP)
615.747.5684
Andrea Timberlake
Officer, Wealth Management Client Associate
615.747.5621
About Private Wealth

Looking at your wealth from every angle

Navigating complex wealth requires more than making investing decisions. It takes a trusted confidante who can help you step back and see the big picture. Your Merrill Private Wealth advisor is that steadfast guide — advocating for you, your family, and the people and causes you care about. Working together, we can help with strategies designed to grow, sustain and transfer your wealth to amplify the impact at every step of life's journey with insight, simplicity, perspective and solutions. Find out what it's like to work with us.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CPWA® and Certified Private Wealth Advisor®. Use of CPWA®, and/or Certified Private Wealth Advisor® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for wealth advisors.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.