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Klindt, Cole & Associates

Private Wealth Advisors

150 FOURTH AVENUE NORTH, SUITE 1700

NASHVILLE, TN 37219-2417

615.747.5625

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4-17-2012

About us

Our Team

Located in Nashville, we are a wealth management team dedicated to serving ultra-high-net-worth clients. We place a strong emphasis on customized strategies, recognizing the distinctive needs, goals, and timelines of each client. Our approach has dual strength in investment management and estate-planning strategies – two areas spearheaded by the leaders of our team, Eric Klindt and Christy Cole. As a Private Banking and Investment Group team, we offer an unusual combination: the intimacy and attentiveness of a boutique, backed by the strength and resources of a leading global financial services firm. Our five-person team prides itself on customization, sophistication, coordination, and client care.

Creating Customized Strategies for Clients

Affluent clients have different needs. Our long-term experience in working with this client base has repeatedly affirmed the need for customized strategies. We limit our focus to a small number of clients, enabling us to develop a detailed understanding of their wealth management concerns and priorities: their lifestyle needs, special family situations, long-term goals, risk thresholds, inter-generational dynamics, and legacy aspirations. This in-depth knowledge allows us to create nuanced strategies and refined tactics that reflect the individual wealth management needs of each client.

Addressing Sophisticated Needs

We are privileged to work with highly successful individuals, families, and institutions. We advise senior executives, many of whom are in the healthcare and music industries. These clients look to us to simplify the increasing complexity of their financial lives, through executive services such as concentrated or restricted stock management. We also advise a number of entrepreneurs and private business owners during critical periods of their financial lives, such as liquidity events or sale of businesses. We advise a number of multi-generational families, catering to the distinctive needs of their family members at different life states. In addition to individual clients, we serve a number of institutions, endowments, and foundations. We are attuned to the special requirements, regulatory oversight, and particular economic challenges of these entities. We are committed to advancing their financial knowledge to promote their long-term sustainability and the fulfillment of their underlying missions.

Coordinating a Cohesive Approach

To be effective, a wealth management strategy has to be streamlined and coordinated. We view a client’s external tax and legal advisors as integral members of the client’s “board of directors.” We work to enhance communication and coordination across these advisors so that together, we pursue a deliberate, holistic approach. In this way, we believe that the efficacy of the entire team is magnified in our pursuit of client interests.

Offering a Range of Services

Our team focuses on the issues that are most pertinent to affluent individuals, families, and institutions:

  •  Asset management
  •  Trust/Wealth Transfer Strategies
  •  Tax Minimization Strategies*
  •  Risk Management
  •  Credit and Liquidity Services from Bank of America, N.A.
  •  Executive Services
  •  Philanthropy

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    *Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

  • Services

    We work with senior executives, entrepreneurs, and multi-generational families to create highly customized wealth management strategies for ultra-affluent clients. We have dual strength in investment management and estate planning services, fostering an integrated approach to growing and preserving long-term wealth.

    Meet the team

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    Eric Klindt

    Managing Director - Wealth Management

    Private Wealth Advisor

    615.747.5625

    615.747.5625

    eklindt@ml.com

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    Christy Cole

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    615.747.5619

    615.747.5619

    christy_cole@ml.com

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    Joshua Herring

    Vice President

    Private Wealth Relationship Manager

    615.747.5622

    615.747.5622

    joshua_herring@ml.com

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    Awards

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    Meet the team

    Eric Klindt

    Managing Director - Wealth Management

    Private Wealth Advisor

    615.747.5625

    615.747.5625

    eklindt@ml.com

    Add to address book

    Read Bio

    Christy Cole

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    615.747.5619

    615.747.5619

    christy_cole@ml.com

    Add to address book

    Read Bio

    Joshua Herring

    Vice President

    Private Wealth Relationship Manager

    615.747.5622

    615.747.5622

    joshua_herring@ml.com

    Add to address book

    Read Bio