Scam Watch Investments

The Tyler Group
Wealth Management
2500 Windy Ridge Parkway
Suite 1200
Atlanta, GA 30339
(770) 858-1213
Directions to Branch

Cultivating Understanding and Earning Trust
With more than 40 years of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.
We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and make sure you feel comfortable with us and with our recommendations.

For financial adviser John Tyler, the past two to three years have brought a slow return to normalcy.

As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said.

“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.

“That might come in the form of some high-quality fixed income, some high-quality municipal bonds. We’re now to the point where they’re starting to think about high quality equities that are going to pay them in dividend.”

Tyler, a 7-year veteran of the financial advisory business, joined Merrill Lynch three years ago when he partnered with Jim Hulburd to form the Hulburd/Tyler Group in November 2009. The wealth managers average 23 clients each and manage between $25 million and $50 million per client.

The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held ...

PROFESSIONAL PROFILE

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.

Karl Lindekugel III, CIMA®, CRPC®, Wealth Management Advisor
Senior Vice President – Wealth Management
Karl is a 32 year veteran of Merrill Lynch and was a founding Financial Advisor of the Tyler office in 1979. He is a PIA Program Portfolio Manager and has earned the Certified Investment Management AnalystSM (CIMA®) designation. Karl has served on the Advisory Council to Management for the Texas Region of Merrill Lynch.

Karl received a BBA in Finance and Management from Stephen F. Austin State University. He and his wife, Glenda, have two children and are active at Pollard United Methodist Church and SFASU Foundation.

Ken Lackner, CFM, CRPC®, Wealth Management Advisor
Senior Vice President – Wealth Management
Ken has 20 years of investment and financial management experience with Merrill Lynch. He has earned ...

The Tyler Group
Wealth Management
2500 Windy Ridge Parkway
Suite 1200
Atlanta, GA 30339
(770) 858-1213
Directions to Branch

Cultivating Understanding and Earning Trust

With more than 40 years of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and make sure you feel comfortable with us and with our recommendations.

With more than 40 years of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and make sure you feel comfortable with us and with our recommendations.

For financial adviser John Tyler, the past two to three years have brought a slow return to normalcy.
As the recession unfolded, discussions about whether the financial system will collapse are largely behind Tyler who says his clients can now afford to think much more rationally, take risk and expect returns. But the investors went through a long, trying mental process to get there, he said.
“Now they can put their toes in the water,” said Tyler, vice president and financial adviser at Houston-based Hulburd/Tyler Group, a wealth management practice under the private banking and investment group at Merrill Lynch.
“That might come in the form of some high-quality fixed income, some high-quality municipal bonds. We’re now to the point where they’re starting to think about high quality equities that are going to pay them in dividend.”
Tyler, a 7-year veteran of the financial advisory business, joined Merrill Lynch three years ago when he partnered with Jim Hulburd to form the Hulburd/Tyler Group in November 2009. The wealth managers average 23 clients each and manage between $25 million and $50 million per client.
The Hulburd/Tyler Group typically has two categories of clients, energy or technology executives and business owners, Tyler said. For C-suite executives, the group can deal with concentrated stock issues, help them create liquidity and perform other wealth advisory functions. For closely held businesses, the duo helps them thro...

The Tyler Group
Wealth Management
2500 Windy Ridge Parkway
Suite 1200
Atlanta, GA 30339
(770) 858-1213
Directions to Branch

Cultivating Understanding and Earning Trust

With more than 40 years of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and make sure you feel comfortable with us and with our recommendations.

The Tyler Group
Wealth Management
2500 Windy Ridge Parkway
Suite 1200
Atlanta, GA 30339
(770) 858-1213
Directions to Branch

Cultivating Understanding and Earning Trust

With more than 40 years of collective financial services industry experience, The Tyler Group has been helping individuals and their families, business owners, doctors, lawyers and other professionals preserve, build and transfer their wealth using a process that builds an investment strategy on a solid foundation of financial goals and objectives.

We believe approachability and consistency are the keys to building long-term relationships with you. We strive to anticipate your needs, do what's necessary to get you answers to your questions and make sure you feel comfortable with us and with our recommendations.

Credit Suisse has hired Chris Gaertner fromBank of America Merrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday.

When he starts in July, Mr. Gaertner will become a managing director and the head of global corporate finance for the tech group, according to the memo from Mark Simonian and David Wah, Credit Suisse’s global co-heads of technology, media and telecom investment banking.

Credit Suisse has hired Chris Gaertner fromBank of America Merrill Lynch as a high-ranking technology banker, the firm announced in an internal memorandum obtained by DealBook on Tuesday.

When he starts in July, Mr. Gaertner will become a managing director and the head of global corporate finance for the tech group, according to the memo from Mark Simonian and David Wah, Credit Suisse’s global co-heads of technology, media and telecom investment banking.