K & I and Associates

Merrill Lynch Wealth Management
1803 Broadway St
San Antonio, TX 78215
(210) 805.2872
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K & I and Associates believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.
K & I and Associates
Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
David Kiolbassa
Senior Vice President, Senior Financial Advisor
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Show more recognition
K & I and Associates
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
Click here to learn more about advisor recognitions
Meet Our Team
David Kiolbassa,

CPFA™

Senior Vice President, Senior Financial Advisor
210.805.2977
Thomas Immenschuh,

CPFA™

Senior Vice President, Senior Financial Advisor
210.805.2951
David Villarreal,

CPFA™

Vice President, Senior Financial Advisor
210.805.2872
Joshua Killeen
Financial Advisor
210.805.2876
Hector Nino,

CFP®, CPFA™

Assistant Vice President, Wealth Management Advisor
210.805.2958
Andrea M Miller
Assistant Vice President, Wealth Management Associate
210.805.2975
Brent Sandstrom,

AAMS™

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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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.
Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.