The Cagle Cross Group
Merrill Lynch Wealth Management
800 S. Gay Street
Suite 2200
Knoxville, TN 37929
(865) 521.8822
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Mission Statement
The Cagle Cross Group 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, I can help create a strategy as flexible as today's changing market conditions, and I can provide access to the investment insights of Merrill and the banking convenience and lending solutions of Bank of America. I will work to help you pursue your goals through personalized wealth management strategies.

Recognition
James Cagle
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Management Teams", 2024
(Published on January 12, 2024. Rankings based on data as of March 31, 2023.)
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The Cagle Cross Group
Forbes "Best-in-State Wealth Management Teams", 2023-2024
(Published annually in January. Rankings based on data as of March 31 of prior year.)
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Meet Our Team
James Cagle,

CIMA®

Senior Vice President, Wealth Management Advisor
865.521.8837
Jefferson Cross,

CFP®

Senior Vice President, Wealth Management Advisor
865.521.8867
Donnie Iverson,

CFP®

First Vice President, Wealth Management Advisor
865.521.8830
Joshua Carter,

CFP®, CPFA™, SE-AWMA™

Vice President, Wealth Management Advisor
865.521.8822
Alicia Paige Norton
Assistant Vice President, Wealth Management Associate
865.521.8869
Meghan Runyan
Wealth Management Client Associate (FP)
865.521.8848
Beckie Ann Moran
Wealth Management Client Associate
865.521.8816
Todd Kelly
Financial Advisor
865.521.8806
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.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.