Smith Conkin Dixon
Merrill Lynch Wealth Management
206 Princeton Road
Suite 1
Johnson City, TN 37601
(423) 282.7517
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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.)
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
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
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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.

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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.