The LMT Wealth Management Group - Merrill Lynch Financial Advisor - Video Dailymotion

The LMT Wealth Management Group





Global Wealth Management


6751 OLD JACKSONVILLE HWY
TYLER, TX 75703

Phone: (903) 5354747
Email: Gary Miller

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PROFESSIONAL STAFF

Karl Lindekugel III 903-535-4714
Ken Lackner 903-535-4728
Scott Terry 903-535-4752
Gary E Miller 903-535-4718
Janis G Bullard 903-535-4702
Johnna Young 903-535-4740
Le'Anne Southerland 903-535-4732
Suzanne Snavely (903) 535-4704
Misty Francis (903) 535-4707
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 Chartered Retirement Planning CounselorSM designation. Ken is a past member of the Advisory Council to Management for the Merrill Lynch Life Insurance Group. He has a BA in Communications from Stephen F. Austin State University with a second major in Economics/Finance and a minor in Political Science.

Ken has held leadership roles in the local chapter of the American Heart Association as well as the Tyler Area Chamber of Commerce. He and his wife, Melisa, have two children and are active members of Pollard United Methodist Church.

Scott Terry, CFP®, CIMA®, CRPC®, Wealth Management Advisor
Senior Vice President - Wealth Management
Scott has 30 years of investment and financial services experience. Prior to joining Merrill Lynch in 1997, he worked for Bank of America in the Commercial Lending Group for seventeen years. Scott is a Certified Financial PlannerTM certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He has also earned the Certified Investment Management AnalystSM and Chartered Retirement Planning CounselorSMdesignations. Although he does not offer tax advice in his current role, Scott has worked previously as a Certified Public Accountant.

Scott earned a BBA in Finance from Texas A&M University. He and his wife, Terry, have four children and are active in the Cathedral of the Immaculate Conception, the Tyler Catholic School System, and other local charities.

Gary Miller, CFM,CRPC®, Wealth Management Advisor
First Vice President - Wealth Management
Gary has 20 years of investment and financial services related experience. Prior to joining Merrill Lynch in 2000, he provided estate planning, insurance, and financial services through Mass Mutual Financial Group in Tyler. He has also earned the Certified Financial Manager designation, which is an internal Merrill Lynch self-study curriculum based on a variety of wealth management topics and a course exam.

Gary has a BA in Business from Stephen F. Austin State University. He serves the community through involvement with Tyler Junior College, Christian Homes and Family Services, as well as others. Gary and his wife, Dorota, have two children and attend Glenwood Church of Christ.
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