The Tyler Group Barcelona Spain Madrid News

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.

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.

What Matters Most To You? You have important priorities, and you know what you care

for most in life: let a Merrill Lynch Financial Advisor help

you align your portfolio with your personal goals.





Caring For My Family

You want to be ready to support your family at every milestone. A Merrill Lynch Financial Advisor can help you manage your wealth so you can feel as prepared as possible for what may come next.





Preparing For Retirement

Will you have enough to live the retirement life you want? Let a Merrill Lynch Financial Advisor work with you to examine retirement-planning solutions and prepare you for your post-career life.



Growing My Business

These days, taking a wait-and-see approach is no way to run a small business. Your Merrill Lynch Financial Advisor can help you discover strategies for future success.



Pursuing My Dreams

With the right help, you can pursue the life you always wanted. A Merrill Lynch Financial Advisor can help you restructure your portfolio so it's designed to get both your short-term and long-term goals on track again.





Estate Planning & Philanthropy

By allocating funds wisely and employing tax-advantaged financial tools, you and your Merrill Lynch Financial Advisor can work together toward p...

The LMT Wealth Management Group
Global Wealth Management

6751 OLD JACKSONVILLE HWY
TYLER, TX 75703
Phone: (903) 5354747
Email: Gary Miller
Add contact information to your address book
Directions to Branch
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...