The LMT Wealth Management Group
Merrill Lynch Wealth Management
6751 Old Jacksonville Hwy
Tyler TX 75703
(866) 535.4747
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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

The LMT Wealth Management Group was formed as a team at Merrill in 1992 with a simple, yet vital, idea: clients must always come first. Since then, our experience and our team has grown substantially, but our goal has never changed. We still exist - as we always have - to help clients visualize their financial goals in order for them to pursue their life's dreams.

Recognition
Gary Miller
Managing Director, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2018-2025
(Published annually Jan – April. Rankings based on data as of June 30 of prior year.)
Show more recognition
The LMT Wealth Management Group
Forbes "Best-in-State Wealth Management Teams", 2023-2025
(Published annually in January. Rankings based on data as of March 31 of prior year.)
About Us
Philosophy

You live in a world that's constantly changing. Markets can fluctuate frequently. Potential investment opportunities can arise daily. Regulations are enacted or amended. That's why understanding you and your situation is the best place to start helping you plan your financial future: where you are today, where you want to be tomorrow, and what you want to accomplish along the way. By understanding you and your priorities, we can more effectively provide you with the experience and resources needed to help you build a personalized plan that is rooted in the unique complexities of your life.

Meet Our Team
Gary Miller,

ChFC®, CAP®, CRPC™

Managing Director, Wealth Management Advisor
903.535.4718
Johnna Fullen,

CPFA®

Senior Vice President, Senior Financial Advisor
903.535.4740
Sarah Southerland,

CRPC™

Senior Vice President, Senior Financial Advisor
903.535.4732
Trey Lawson,

CIMA®

Senior Vice President, Wealth Management Advisor
903.535.4761
Lisa New,

CRPC™

Senior Vice President, Senior Financial Advisor
903.535.4715
Misty L Francis,

CRPC™

Assistant Vice President, Relationship Manager
903.535.4707
Sarah F Barber,

CRPC™

Assistant Vice President, Relationship Manager
903.535.4704
Jacquelyn Gutierrez,

CFP®, CRPC™

Assistant Vice President, Relationship Manager
903.535.4741
Emily Elissa Welch,

CRPC™

Assistant Vice President, Relationship Manager
903.535.4720
Maureen L Troiano,

CAP®, CRPC™

Assistant Vice President, Wealth Management Associate
903.535.4726
Amber Storr
Officer, Wealth Management Client Associate (FP)
903.535.4733
Ashley Karol Fettig
Officer, Registered Wealth Management Client Associate
903.535.4713
Shelbi Reister
Wealth Management Client Associate (FP)
903.535.4763
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
Joseph Michael Cuff
Structured Credit Executive
Bank of America, N.A.
Austin Bertrand
Wealth Strategist
Merrill
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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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CAP® and Chartered Advisor in Philanthropy® are the property of The American College, which reserves the sole rights to its use, and are used by permission.
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.
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.