THE LMT WEALTH MANAGEMENT GROUP - MERRILL LYNCH FINANCIAL ADVISORThe Tyler Group

The LMT Wealth Management GroupGlobal Wealth Management

6751 OLD JACKSONVILLE HWYTYLER, TX 75703Phone: (903) 5354747Email: Gary MillerAdd contact information to your address bookDirections to BranchPROFESSIONAL STAFF

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 ManagementKarl 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 ManagementKen 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 AdvisorSenior 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 AdvisorFirst 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.

Janis BullardRegistered Senior Client Associate

Janis has been with Merrill Lynch for 29 years and is Series 7 and 66 licensed. She handles account administration, client relations, orders and is a Client Associate mentor. She has been active with the District Advisory Council to Management and has received the Employee of the Year award. She actively participates in the American Cancer Relay for Life. Janis and her husband, Tim, live in the Walton Community. They have four sons, and six grandchildren.

Johnna YoungRegistered Senior Client Associate

Johnna has been with Merrill Lynch for 11 years. She is Series 7 and 66 licensed. She handles account administration, transfer requests, and client relations. She received her BBA in Finance and Marketing from Texas Christian University. She is a member of the TCU Alumni Association, Kappa Alpha Theta Alumni, and attends St. Luke’s United Methodist Church in Kilgore. Johnna and her husband, Tim, have one child and live in White Oak.

Le’Anne SoutherlandRegistered Senior Client Associate

Le’Anne has been with Merrill Lynch for 4 years. She is Series 7 and 66 licensed. She handles client relations, banking administration, seminar planning, and other marketing areas. She has a BBA in Marketing from Baylor University as well as an MBA in Business Administration from the University of Texas at Tyler. Le’Anne is a member of the Baylor University Alumni Association, the Golden Wave Band Alumni Association, and participates with the Girl Scouts of America. She and her husband, Daniel, are members of Green Acres Baptist Church.

Suzanne SnavelyRegistered Senior Client Associate

Suzanne joined Merrill Lynch in 2010 and has more than 25 years of experience in the financial services industry. In her role as a relationship manager, Suzanne focuses on offering proactive client service, building client relationships, preparing client reviews and efficiently handling account maintenance tasks. Suzanne earned her Bachelor’s degree in Finance from Southern Methodist University in Dallas,Texas, and remains involved with her sorority, Kappa Alpha Theta. She has three children, Caroline, Lane and Trey.

Misty FrancisClient Associate

Misty joined Merrill Lynch in 2011 with 28 years of experience working with Bank of America, most recently serving as a Senior Personal Banker, Assistant Vice President. She focuses on providing administrative support in all phases of client service, including experience in banking resources. Her commitment to building client relationships and her proactive approach to client service are a reflection of The LMT Wealth Management Group’s dedication to clients. Misty and her husband, Eddie, reside in Tyler, Texas, with their two children, Aston and Logan.