Smith Conkin Dixon, Financial Advisors in Johnson City, TN 37601 | Merrill

Smith Conkin Dixon

Merrill Lynch Wealth Management

(423) 282.7517

Learn more about an advisor's background on

Smith Conkin Dixon

Merrill Lynch Wealth Management

206 Princeton Road

Suite 1

Johnson City, TN 37601

Learn more about an advisor's background on

WelcomeRecognitionMeet Our TeamInsightsAbout Merrill

Mission Statement

Smith Conkin Dixon believes that good relationships are built through teamwork and involvement, delivered through our advisors, wealth management client associates and access to the global investment capabilities of Merrill and the banking convenience of Bank of America. We want to be your primary source for financial advice and guidance. And we want you to value the dedication and diligence offered to you at each step of the financial planning process.

Welcome

Managing your wealth begins with a deep understanding of your full financial picture. Based on what matters most to you, our Team can help create a strategy as flexible as today's changing market conditions, and we can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. Our Team is dedicated to help you pursue your goals through personalized wealth management strategies.

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Tax Season 2024

Recognition

Jason Conkin

Managing Director, Senior Resident Director - Wealth Management Advisor

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", 2021-2023

(Published annually Jan – April. Rankings based on data as of June 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.)

Forbes "Best-in-State Wealth Advisors", 2021-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Jason Conkin

Managing Director, Senior Resident Director - Wealth Management Advisor

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", 2021-2023

(Published annually Jan – April. Rankings based on data as of June 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.)

Forbes "Best-in-State Wealth Advisors", 2021-2023

(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)

Smith Conkin Dixon

Forbes "Best-in-State Wealth Management Teams", 2023-2024

(Published annually in January. Rankings based on data as of March 31 of prior year.)

Click here to learn more about advisor recognitions

Meet Our Team

Karl Smith,

CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor

423.968.5982

Jason Conkin,

CFP®, CIMA®

Managing Director, Senior Resident Director - Wealth Management Advisor

423.282.7517

Thomas Dixon,

CFP®, CPFA™

Senior Vice President, Senior Resident Director - Wealth Management Advisor

423.782.2225

Jeffery D Keller,

CRPC™

Assistant Vice President, Wealth Planner

423.282.7555

Crystal G Bright,

CIMA®

Vice President, Senior Investment Manager

423.282.7546

John Kimmons,

CFP®, CIMA®, CRPC™

Vice President, Resident Director - Wealth Management Advisor

423.968.3827

Philip D McFarlane,

CFP®

Assistant Vice President, Senior Consultant

423.968.5721

Donna B Toth,

CFP®

Vice President, Senior Relationship Manager

423.282.7542

Kimberly C Bailey,

CFP®

Vice President, Senior Relationship Manager

423.282.7515

Christopher Bulle

Financial Advisor

423.282.7544

Lisa R McGovern

Assistant Vice President, Wealth Management Associate

423.282.7504

Sarah Nicole King

Officer, Wealth Management Client Associate - RDA

423.968.1675

Madison Cody Stallard

Wealth Management Client Associate

423.282.7505

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.

Stacey Sheffield

Wealth Management Banking Specialist

Merrill

Ryan Cass

Wealth Strategies Specialist

Bank of America, N.A.

Gregory Alonzo

Regional Lending Specialist

Bank of America, N.A.

NMLS #1054262

Expand to see all specialists

Insights

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The caregiver’s financial guide

About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.