The lmt wealth management group   merrill lynch
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The lmt wealth management group merrill lynch

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With nearly 100 years of financial industry experience, the LMT Wealth Management Group offers knowledgeable advice and service. We work with affluent families, foundations, endowments, corporate ...

With nearly 100 years of financial industry experience, the LMT Wealth Management Group offers knowledgeable advice and service. We work with affluent families, foundations, endowments, corporate executives and successful business owners who value the in-depth investment planning approach we bring to the relationship. We use a disciplined long term approach to investing designed to preserve and grow wealth by balancing risk and return. Our team also brings a disciplined approach to quality client service providing regular contact and reviews of portfolio performance.

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The lmt wealth management group   merrill lynch The lmt wealth management group merrill lynch Presentation Transcript

  • THE LMT WEALTHMANAGEMENT GROUP -MERRILL LYNCHFINANCIAL ADVISORThe Tyler Group
  • The LMT Wealth Management GroupGlobal Wealth Management6751 OLD JACKSONVILLE HWYTYLER, TX 75703Phone: (903) 5354747Email: Gary MillerAdd contact information to your address bookDirections to BranchPROFESSIONAL STAFF
  • PROFESSIONALSTAFF
  • 903-535-47Karl Lindekugel III 14Ken Lackner903-535-47 28Scott Terry903-535-47 52 903-535-47Gary E Miller 18 903-535-47Janis G Bullard 02 903-535-47Johnna Young 40 903-535-47LeAnne Southerland 32 (903)Suzanne Snavely 535-4704Misty Francis (903) 535-4707
  • PROFESSIONAL PROFILEWith nearly 100 years of financial industryexperience, the LMT Wealth Management Groupoffers knowledgeable advice and service. We workwith affluent families, foundations, endowments,corporate executives and successful business ownerswho value the in-depth investment planning approachwe bring to the relationship. We use a disciplined longterm approach to investing designed to preserve andgrow wealth by balancing risk and return. Our teamalso brings a disciplined approach to quality clientservice providing regular contact and reviews ofportfolio performance.
  • Karl Lindekugel III, CIMA®, CRPC®, WealthManagement AdvisorSenior Vice President – Wealth ManagementKarl is a 32 year veteran of Merrill Lynch and was a foundingFinancial Advisor of the Tyler office in 1979. He is a PIAProgram Portfolio Manager and has earned the CertifiedInvestment Management AnalystSM (CIMA®) designation. Karlhas served on the Advisory Council to Management for theTexas Region of Merrill Lynch.Karl received a BBA in Finance and Management from StephenF. Austin State University. He and his wife, Glenda, have twochildren and are active at Pollard United Methodist Church andSFASU Foundation.
  • Ken Lackner, CFM, CRPC®, Wealth ManagementAdvisorSenior Vice President – Wealth ManagementKen has 20 years of investment and financial managementexperience with Merrill Lynch. He has earned the CharteredRetirement Planning CounselorSM designation. Ken is a pastmember of the Advisory Council to Management for theMerrill Lynch Life Insurance Group. He has a BA inCommunications from Stephen F. Austin State Universitywith a second major in Economics/Finance and a minor inPolitical Science.Ken has held leadership roles in the local chapter of theAmerican Heart Association as well as the Tyler AreaChamber of Commerce. He and his wife, Melisa, have twochildren and are active members of Pollard United MethodistChurch.
  • Scott Terry, CFP®, CIMA®, CRPC®, Wealth ManagementAdvisorSenior Vice President - Wealth ManagementScott has 30 years of investment and financial services experience. Priorto joining Merrill Lynch in 1997, he worked for Bank of America in theCommercial Lending Group for seventeen years. Scott is a CertifiedFinancial PlannerTM certificant, a designation awarded by the CertifiedFinancial Planner Board of Standards, Inc. He has also earned theCertified Investment Management AnalystSM and Chartered RetirementPlanning CounselorSMdesignations. Although he does not offer taxadvice in his current role, Scott has worked previously as a CertifiedPublic Accountant.Scott earned a BBA in Finance from Texas A&M University. He and hiswife, Terry, have four children and are active in the Cathedral of theImmaculate Conception, the Tyler Catholic School System, and otherlocal charities. 
  • Gary Miller, CFM,CRPC®, Wealth Management AdvisorFirst Vice President - Wealth ManagementGary has 20 years of investment and financial services relatedexperience. Prior to joining Merrill Lynch in 2000, he providedestate planning, insurance, and financial services through MassMutual Financial Group in Tyler. He has also earned theCertified Financial Manager designation, which is an internalMerrill Lynch self-study curriculum based on a variety of wealthmanagement topics and a course exam. Gary has a BA in Business from Stephen F. Austin StateUniversity. He serves the community through involvement withTyler Junior College, Christian Homes and Family Services, aswell as others. Gary and his wife, Dorota, have two children andattend Glenwood Church of Christ.
  • Janis BullardRegistered Senior Client AssociateJanis has been with Merrill Lynch for 29 years and is Series 7and 66 licensed. She handles account administration, clientrelations, orders and is a Client Associate mentor. She has beenactive with the District Advisory Council to Management and hasreceived the Employee of the Year award. She activelyparticipates in the American Cancer Relay for Life. Janis and herhusband, Tim, live in the Walton Community. They have foursons, and six grandchildren.
  • Johnna YoungRegistered Senior Client AssociateJohnna has been with Merrill Lynch for 11 years. She isSeries 7 and 66 licensed. She handles accountadministration, transfer requests, and client relations. Shereceived her BBA in Finance and Marketing from TexasChristian University. She is a member of the TCU AlumniAssociation, Kappa Alpha Theta Alumni, and attends St.Luke’s United Methodist Church in Kilgore. Johnna andher husband, Tim, have one child and live in White Oak.
  • Le’Anne SoutherlandRegistered Senior Client AssociateLe’Anne has been with Merrill Lynch for 4 years. She isSeries 7 and 66 licensed. She handles client relations,banking administration, seminar planning, and othermarketing areas. She has a BBA in Marketing from BaylorUniversity as well as an MBA in Business Administrationfrom the University of Texas at Tyler. Le’Anne is a memberof the Baylor University Alumni Association, the GoldenWave Band Alumni Association, and participates with theGirl Scouts of America. She and her husband, Daniel, aremembers of Green Acres Baptist Church.
  • Suzanne SnavelyRegistered Senior Client AssociateSuzanne joined Merrill Lynch in 2010 and has more than 25years of experience in the financial services industry. In her roleas a relationship manager, Suzanne focuses on offering proactiveclient service, building client relationships, preparing clientreviews and efficiently handling account maintenance tasks.Suzanne earned her Bachelor’s degree in Finance from SouthernMethodist University in Dallas,Texas, and remains involvedwith her sorority, Kappa Alpha Theta. She has three children,Caroline, Lane and Trey.
  • Misty FrancisClient AssociateMisty joined Merrill Lynch in 2011 with 28 years ofexperience working with Bank of America, most recentlyserving as a Senior Personal Banker, Assistant VicePresident. She focuses on providing administrative supportin all phases of client service, including experience inbanking resources. Her commitment to building clientrelationships and her proactive approach to client serviceare a reflection of The LMT Wealth Management Group’sdedication to clients. Misty and her husband, Eddie, residein Tyler, Texas, with their two children, Aston and Logan.