Morristown, TN W First North St Office

Team
Updated today

Client AUM

$1,541,041,140,087

Clients

1,791,731

Advisors

2

Of 25,448 advisors across 3,099 offices

Location

225 W First North St

Morristown TN 37814

Advisors at this office

2

Advisors at this office

Justin M

Series 66

Morristown, TN

Merrill

Justin Myers is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in managing new wealth, personal retirement planning, portfolio management services, and retirement income. Justin began his career in the financial services industry in 2011 and has been with Merrill Lynch Wealth Management since 2017. Justin holds a bachelor's degree in logistics from the Haslam College of Business at the University of Tennessee. He is a Personal Investment Advisor (PIA) and leverages the research and market insights from Merrill Lynch to help individuals and families plan and achieve their financial goals. Raised in east Tennessee, Justin has lived in Knoxville for the past 20 years. Outside of his professional role, he enjoys biking, golfing, and football. He spends time with his wife Ashley and their two sons, often attending their sporting events and supporting Tennessee football and basketball.

Wealth management Retirement income strategy General retirement planning Income planning Young Families Parents

Drew L

Series 66

Morristown, TN

Merrill

Drew Leach serves as an Associate Resident Director and financial advisor at Merrill Lynch Wealth Management. He began his career in the mortgage industry before joining Merrill Lynch in 2012 in Morristown, Tennessee. Drew specializes in devising comprehensive, goals-based planning strategies for families facing complex financial issues, often involving extended family members to build multi-generational wealth plans. He holds a Bachelor's degree in Psychology from the University of Tennessee at Knoxville. Drew's professional credentials include Certified Exit Planning Advisor (CEPA), Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). His areas of expertise cover college education planning, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management, women and wealth, tax minimization, and retirement income. In the community, Drew is active with Helping Young Professionals Excel (HYPE), Kiwanis International, and Ducks Unlimited. He enjoys outdoor activities such as fishing, golfing, hiking, hunting, and traveling. Drew and his wife, Jordan, have two children and two dogs.

Wealth management Retirement income strategy General estate planning guidance Charitable giving & philanthropy College savings (529s, UTMA, etc.) Young Families Women Professionals
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