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Dawn L

Series 63, Series 66

Gadsden, AL

Wells Fargo Clearing

Dawn Lucy is a Financial Advisor with Merrill Lynch Wealth Management, based in downtown Gadsden. She has over 18 years of experience in the financial services industry, focusing on individuals, couples, families, and small business owners. Dawn helps create tailored financial strategies that prioritize building a legacy alongside financial security. Her expertise includes family wealth management strategies, legacy planning, women and wealth, and tax minimization. Dawn holds a Bachelor's Degree from the University of South Alabama and holds professional designations as a CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) and Personal Investment Advisor (PIA). She engages closely with her clients to understand their unique needs and goals, providing ongoing advice and guidance as their financial situations evolve. Outside of her professional work, Dawn is actively involved in her local community, serving in roles such as Etowah County United Way Loaned Executive and Etowah County Chamber Ambassador. She is also a member of Gadsden Altrusa and Gadsden Rotary Club and volunteers annually with United Way Day of Action. Dawn and her husband, Steve, are involved in their church community, where Steve has served as a bi-vocational pastor for over 21 years. They enjoy spending time together hiking, kayaking, attending concerts, and various outdoor activities.

Wealth management General retirement planning General estate planning guidance Tax strategies for small businesses Family Business Founder/Business Owner Married/Couples/Partners Parents Women Professionals
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Tanner H

Series 63, Series 65

Gadsden, AL

Wells Fargo Clearing

Tanner Hammett is a financial advisor with Wells Fargo Clearing in Gadsden, AL, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Wells Fargo Bank since 2020 and previously spent nine years at Johnsons Giant Food. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting, managing approximately $671 billion in assets through a large network of financial professionals.

Retired Founder/Business Owner
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