The LMT Wealth Management Group - Merrill Lynch Financial Advisor - Video Dailymotion - 0 views
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Antoine Russi on 22 Jul 12The 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 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 Re