CHARLOTTE, N.C., March 26, 2018 /PRNewswire/ -- Kingfisher Capital is proud to announce Nicole Brandon as Director of Wealth Services. Since joining the firm last summer, Ms. Brandon has led Kingfisher's internal team of client resources and managed relationships with our institutional service partners to ensure each client receives an integrated and comprehensive wealth management solution that fits their unique needs. "After an extensive search that revealed many competitive candidates, Ms. Brandon emerged as the ideal choice to lead our practice," says HK Hallett, the firm's Chief Operating Officer and Managing Partner.
Since moving to Charlotte from New York City in 2007, Nicole has more than a decade of experience in the investment industry working with wealthy families, business owners and foundations in New York and across the Southeast. Prior to joining Kingfisher, Nicole served as Director of Operations for two Independent Investment Advisory firms, where she worked directly with key clients to provide sophisticated but personal service.
Ms. Brandon delivers on a key tenant of Kingfisher's philosophy -- that providing comprehensive, best-in-class solutions for clients involves the integration of vetted advice from trusted experts across the investment, research, estate planning, independent trust services, tax strategy, and asset protection spectrum. Brandon also plays a critical role in supporting women in business and entrepreneurs.
Leveraging decades of thought leadership and personal and professional relationships cultivated over three generations, Kingfisher supports families and business owners in achieving their security, lifestyle and legacy goals. In describing Kingfisher's client-focused approach, Managing Partner Alex Miles says, "For years, Kingfisher has been the first call by clients contemplating key personal or professional events. With the addition of Nicole's leadership, we have institutionalized our family office platform to allow clients to navigate seamlessly among our integrated resources."
One client recently shared how valuable a single point of contact is to providing continuity and efficiency. She wrote, "During our years with the bank, I must have worked with 3 or 4 relationship managers, and I never met my trust officer. That kind of turnover made me nervous," she continued. "Kingfisher's core service team has been together for nearly 20 years which makes things very efficient and gives me real peace of mind."
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SOURCE Kingfisher Capital, LLC