David Kiolbassa
,
Senior Vice President, Senior Financial Advisor
1803 Broadway St
San Antonio, TX 78215
210.805.2977
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My planning approach is to work together with you to create a personalized financial strategy designed to help you pursue your goals.
Profile

With over 29 years of experience in the financial services industry, David is a senior partner for K & I and Associates at Merrill. He is a 5th generation Texan and has lived in San Antonio since 1986.  David is a Cum Laude graduate of the University of Texas, Dallas, where he received his Bachelor of Science degree in Business Management and Finance.  As an active member of the community, David has served as Chairman of the March of Dimes San Antonio Walk America, is a former board member of the San Antonio Zoological Society, served on the Investment Committee for Catholic Community Foundation, was a volunteer soccer coach for the YMCA for over a decade, and is a member of Leadership San Antonio class XXVIII.  He has also served as a Catholic Charities board member and as a board member and Chairman of the Seton Home of San Antonio.  He has been an active core leader in his Church's teen ministries for the over 10 years and currently serves as Chair of Holy Trinity Finance Council. David has been married for over 30 wonderful years to his wife Kellie and has three incredible daughters, Courtney, Kathryn and Emily (and two sons in law JP and Josh).

Recognition
Forbes "Best-in-State Wealth Management Teams", 2023
(Published on January 12, 2023. Rankings based on data as of March 31, 2022.)
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About Me
Welcome

My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.

Meet Our Professional Staff
Andrea M Miller
Assistant Vice President, Wealth Management Associate
210.805.2975
Brent Sandstrom
Registered Wealth Management Client Associate
210.805.2955
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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David Kiolbassa is registered to do business in AK, AL, AZ, CA, CO, FL, IL, IN, KS, MD, MN, MO, NC, NY, OK, SC, TN, TX, VA, VI, WA, WI.