Personalized advice from a dedicated financial advisor.
We get to know you and your family, your financial situation and what matters most to you.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
Women’s superpower: Investing
Watch our experts share ways to tap into your ability to build a more secure financial future.
The LMT Wealth Management Group
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Merrill Lynch
Wealth Management
LMT Wealth Management exists to help you visualize your financial goals so that you can pursue your life's dreams.
We work with you to simplify, steward, and care for every aspect of your finances. We build trust slowly by consistently delivering services that cannot be commoditized.
The LMT Wealth Management Group
Welcome
Since 1992, The LMT Wealth Management Group has been developing customized wealth management strategies and recommending investment portfolios for affluent individuals and families, as well as institutional clients. Our goal is to be your primary source for financial advice and guidance. The process begins by carefully listening to you, understanding your unique concerns, priorities, risk tolerance, time horizton, liquidity needs, and goals. From there, our team will work with you to develop a customized wealth managment strategy that connects your personal, professional and business goals. Over time we will meet to track progress to your goals and make necessary adjustments to help keep your plan on track.
Philosophy
We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, we will work with you to develop an approach designed to help address your financial needs.
Our Approach
Wealth management is an ongoing process. It begins with a conversation to discuss your goals and gain a clear understanding of your needs. Staying focused on your situation and financial objectives throughout our relationship enables us to help you create a wealth management strategy that makes sense. Based on your financial goals, we will propose strategies tailored to your situation.
We are with you every step of the way and proactively stay in touch with you to periodically review your financial strategy, give you market updates and find out what's changed in your life since we last spoke. That allows us to build upon your initial strategy and suggest ways to rebalance your portfolio as necessary. We want to help you understand when and where your money is coming from, where it is going and how to keep it working for you.
We take the time to develop relationships with the members of your family. Our goal is for them to have the continuity of a trusted resource they can turn to for advice and guidance about wealth management.
Capabilities
Years of experience working with clients through multiple market fluctuations have given us insight into how we may best help you pursue your goals. Working collaboratively, we can develop a personalized investment strategy specifically designed to pursue your lifestyle goals, no matter the financial environment. Your objectives, time horizon, liquidity needs, investment style and, perhaps most importantly, your sensitivity to risk will be taken into account. This can help ensure your financial strategy is aligned to what matters most to you.
Recognition
Merrill is proud of our advisors who’ve received recognition from financial industry publications or directly from Bank of America Corporation. We believe they are setting the standard for exemplary client service.
Ken Lackner
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Barron's "Top 1,200 Financial Advisors: State-by-State" 2017
Published on March 6, 2017. Rankings based on data as of September 30, 2016.
Forbes "Best-in-State Wealth Advisors" 2022
Published on April 7, 2022. Rankings based on data as of June 30, 2021.
Gary E Miller
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "Best-in-State Wealth Advisors" 2022, 2023
Published annually Jan- April. Rankings based on data as of June 30 of prior year.
Johnna K Fullen
Forbes "Top Women Wealth Advisors Best-in-State” 2023, 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Le'Anne Southerland
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "Top Women Wealth Advisors Best-in-State” 2023, 2024
Published annually in February. Rankings based on data as of Sept 30 of prior year.
Trey Lawson
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Forbes "Top Next-Generation Wealth Advisors Best-in-State" 2023
Published on August 8, 2023. Rankings based on data as of March 31, 2023.*
Lisa D New
Forbes “Best-in-State Wealth Management Teams” 2023, 2024
Published annually in January. Rankings based on data as of March 31 of prior year.*
Meet the Team
Supported by the global resources of Merrill, our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personalized service.
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Andressa Boyd
Wealth Management Banking Specialist
Merrill
Create a plan that is all about you.
Merrill Personal Wealth Analysis™ can help us build and document a personalized plan, centered on your goals and focused on what you want to achieve.
Staying on Track
We understand that both your life and the financial markets can change over time. By checking in to discuss changes in your life and revisiting your financial approach, our goal is to help you stay on track to achieve what's most important to you.
Reviews to help you
stay on track
We’ll meet with you to review your goals and the progress you’ve made toward reaching them. We’ll also discuss any adjustments needed to your financial approach to help you stay on course.
Changes in your life
and to your goals
Your life and goals change. As these changes occur, we can update your approach to reflect them.
#DigitalMerrill
MyMerrill is your online destination for access to your financial information, secure communications, and a robust offering of tools and capabilities.
Your advisor is a click away within our site or mobile apps
You can manage account security with our customizable security capabilities such as touch ID, one time passcode, and other security features
Access to your complete financial life is available with My Financial Picture, Merrill’s asset aggregation tool
Let’s Have a Conversation
Helping you reach your goals starts with getting to know you personally. Through understanding what matters most to you, together we can help you create a financial approach that reflects your personality. Only then can we offer an approach that is built around your life priorities and the advice you need to help you address fluctuations in the market and changes in your life. Let’s work together to help you achieve your goals.
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Why Merrill?
As Merrill Lynch Wealth Management Advisors, we will sort through the financial complexities of your life, helping you build a customized investment approach to address your needs and pursue your goals.
We put you first, every day.
Learn more about the dedicated one-on-one relationship you can have with a Merrill Lynch Wealth Management Advisor.
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No question too big or moment too small
For every question you have, every decision you make and every answer you need, we are with you to listen and help guide you along the many paths your life can take. Watch this video to see some questions we can address together.
The Power of the Right Advisor®
Working with a dedicated Merrill advisor means you get personalized investment strategies from Merrill plus access to comprehensive financial solutions only Bank of America can deliver.
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