Tyler, TX Old Jacksonville Hwy Office

Drew Robertson is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he has been serving clients since 2018. He works with a diverse range of clients including families, professional athletes, business owners, executives, and organizations. Drew focuses on connecting all aspects of clients' financial lives to help them prioritize and pursue their most important goals. His client focus areas include college education planning, executive compensation, family wealth management strategies, services for endowments, foundations, and non-profits, legacy planning, managing new wealth, personal retirement planning, philanthropic planning, portfolio management services, and sports & entertainment. Drew holds a Bachelor of Arts in Communication from Baylor University, where he was also a baseball player and a 10th-round MLB draft pick. He has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is affiliated with professional organizations such as Baylor Alumni and Baylor Baseball Alumni. Outside of his professional work, Drew enjoys spending time with his family, golfing, and being outdoors. His personal interests include baseball, golfing, hiking, hunting, scuba diving, and spending time with his family.

Nathan Mcabee is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in creating personalized wealth management strategies tailored to clients' individual financial goals. Nathan works closely with clients to help them navigate areas such as college education planning, employee benefits planning, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Nathan holds a Bachelor's Degree from Centenary College of Louisiana and is a CERTIFIED FINANCIAL PLANNER™ professional, as well as a Personal Investment Advisor (PIA). He is committed to operating with integrity and ethics, consistently striving to do the right thing for his clients. Outside of his professional work, Nathan enjoys camping, gardening, hunting, and spending time with his family. He also values community involvement and dedicates time to volunteering with local organizations.

Sarah Barber is a Series 66 licensed financial advisor with Merrill in Tyler, Texas, where she has worked since 2015. She has 10 years of industry experience. Outside of her advisory role, she is a general partner of Card My Yard Tyler, a yard greeting business. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for a range of clients including individuals, high-net-worth clients, and institutional investors.

Steven Dickerson is a Senior Financial Advisor at Merrill Lynch Wealth Management. He brings extensive experience in wealth management with a focus on pre- and post-retirement financial strategies and retirement income management. Steven works closely with clients to understand their financial goals and aspirations, tailoring investment approaches to meet the unique needs of individuals and families. His expertise includes investment research, analysis, and portfolio development. Steven holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) professional designations. He earned a High School Diploma/GED from Baylor University.

Victoria Sorrell is a financial advisor at Merrill with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Merrill since 2009 and Bank of America, N.A. since 2011. Outside of her advisory role, she owns a business in Jacksonville, Texas. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions (SPS) Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Jacquelyn Gutierrez is a financial advisor with Merrill in Tyler, TX, holding a Series 66 designation and 11 years of industry experience. Her prior work history includes roles at Bank of America, Edward Jones, and Merrill Lynch Pierce Fenner & Smith Inc. She serves as board secretary for Crowning Inclusion, a charitable and educational organization. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Leesa Hedge is a financial advisor at Merrill with 18 years of industry experience and holds a Series 66 designation. She has been with Merrill Lynch since 2008 and has concurrently worked at Bank of America, NA since 2009. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutions.

Gary Miller is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has more than 20 years of experience in the financial services industry, including over 10 years in the insurance sector before joining Merrill Lynch in 2000. Gary's role involves building client relationships, asset allocation modeling, and creating customized wealth management strategies for institutions and high-net-worth clients, with a focus on professionals and entrepreneurs nearing retirement. He is a qualified Portfolio Manager, managing personalized or defined investment strategies that may include individual stocks and bonds, Merrill Lynch model portfolios, and third-party investment options. In the firm's Investment Advisory Program, he may manage these strategies on a discretionary basis. Gary holds several professional designations, including the Chartered Financial Consultant (ChFC) from the American College of Financial Services, the Chartered Advisor in Philanthropy (CAP), and the Chartered Retirement Planning Counselor (CRPC) offered through the College for Financial Planning Institutes Corp. He earned a bachelor's degree in business from Stephen F. Austin State University in Nacogdoches, Texas. He resides in Tyler, Texas, with his wife, Dorota, and their twin daughters, Isabella and Sophie.

Shannon Strickland is a Wealth Management Advisor and First Vice President at Merrill Lynch Wealth Management. He joined Merrill Lynch in 1998 and has over 35 years of experience in the financial industry. Shannon holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, awarded by the Certified Financial Planner Board of Standards, Inc., and additional credentials including Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Shannon earned an Associate's Degree from Tyler Junior College and a Bachelor's Degree in Business Administration from the University of Texas at Tyler. He specializes in working with high-net-worth individuals to identify financial needs and goals, develop comprehensive wealth management strategies, and assist clients in tax-efficient wealth transfer. His client focus areas include college education planning, employee benefits, retirement income, portfolio management, small business strategies, and tax minimization. Residing in rural Bullard, Texas, Shannon shares his home with his two heelers, Junior and Sonny.

Mara Corley is a Wealth Management Advisor with Merrill Lynch Wealth Management. She specializes in Family Wealth Management Strategies, Legacy Planning, Liquidity Management, Managing New Wealth, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Mara focuses on developing personalized financial strategies to help clients pursue their long-term goals through a comprehensive understanding of their full financial picture. She holds a Bachelor's Degree from Montclair State University and has earned multiple professional designations, including Certified Plan Fiduciary Advisor (CPFA), Certified Private Wealth Advisor (CPWA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Mara's approach is grounded in a strong sense of character and commitment to guiding clients through various market cycles. Outside of her professional role, Mara participates in community volunteering and enjoys golfing, ice hockey, and traveling. Her personal philosophy emphasizes the pursuit of happiness as an ongoing process, which influences how she manages client relationships and priorities.

Gregg Davis serves as the Senior Resident Director and a Wealth Management Advisor at Merrill Lynch, where he has been employed since 1994. Since 2009, he has held the position of Resident Director for Merrill's East Texas office. In his role, he focuses on developing wealth strategies tailored to clients' financial needs, including retirement income planning and investment portfolio management. He is also responsible for fostering a client-focused culture within the office. Gregg specializes in wealth management strategies, investment consulting for defined contribution plans, legacy planning, tax minimization, and retirement income planning. He has extensive experience working with corporate retirement benefit plans and assists businesses with lending, profit sharing, 401(k) plans, and liquidity events. He holds the CERTIFIED FINANCIAL PLANNER® (CFP®) certification, the CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designation, and is a Retirement Benefits Consultant (RBC). He is a member of the Financial Planning Association and earned a bachelor's degree in finance from Stephen F. Austin State University. In addition to his professional commitments, Gregg serves on the board of the East Texas Food Bank and is involved with the Bank of America Charitable Foundation, Inc., where he contributes to grant decisions for community organizations in Smith County, Texas. A native Texan, he enjoys outdoor sports such as golf, hunting, and fishing. He lives in Tyler, Texas, with his wife, Rebecca, and their two children, Sarah and Cash.

Mark Falling is a Senior Financial Advisor with Merrill Lynch Wealth Management. He began his career in the financial services industry in 1992 and has focused his client practice in East Texas since 2011, previously working in the Dallas/Fort Worth areas. Mark delivers a comprehensive approach to wealth management, emphasizing personalized financial strategies tailored to each client’s long-term goals. Mark’s expertise covers areas such as college education planning, family wealth management, legacy planning, liquidity management, retirement income, philanthropic planning, portfolio management, and tax minimization. He holds a Bachelor’s Degree from the University of Oklahoma and is designated as a Personal Investment Advisor (PIA). Mark is active in professional and community organizations, including the South Tyler Rotary Club and Junior Achievement, and volunteers with the Salvation Army Christmas Bike Build and the East Texas Food Bank. Outside of his professional work, Mark enjoys fishing, gardening, hiking, music, reading, traveling, practicing yoga, and spending time with his family. His approach to financial advising is grounded in clear communication and collaboration with clients to develop strategies aligned with their individual aspirations.

Johnna Fullen is a Senior Financial Advisor with Merrill Lynch Wealth Management, where she has built her career since joining in 1999 following her graduation from college and completion of an internship at the Merrill Fort Worth office. Throughout her 27-year tenure, she has progressed through multiple roles including operations, client associate, and registered senior client associate. As part of The LMT Wealth Management Group, she provides services to a variety of individual, family, and business clients. Her work focuses on building client relationships and offering asset allocation guidance tailored to clients' financial situations and goals. Johnna holds dual bachelor's degrees in finance and marketing from Texas Christian University. She has earned professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). Her expertise spans areas such as college education planning, divorce transition planning, family wealth management, non-profit services, managing new wealth, retirement planning, philanthropic planning, socially responsible investing, women and wealth, and retirement income. In addition to her professional work, Johnna is actively involved in community organizations including the Women's Fund of Smith County, Children's Advocacy Center of Smith County, PATH, and Hospice of East Texas. She serves on various boards and committees, mentors high school girls interested in philanthropy, and participates in professional groups such as the Texas Christian University Alumni Association and Kappa Alpha Theta Alumni Association. Johnna resides in Tyler with her husband and their child who is attending the University of Texas at Austin.

Tyler Lamb is a Senior Financial Advisor with Merrill Lynch Wealth Management. With more than 17 years of experience, he specializes in assisting individuals, families, and businesses with managing and preserving their wealth. Tyler’s approach centers on long-term investment planning, focusing on prudent stewardship of capital to help clients achieve financial independence. Tyler holds a Bachelor's Degree from the University of Phoenix with a concentration in Business Finance and accounting. He possesses FINRA Series 7 and 66 registrations, Life Insurance licenses, and the Personal Investment Advisor (PIA) designation. Prior to his current role, he gained experience in banking, lending, and trust management. His client focus areas include retirement income, legacy planning, family wealth management strategies, portfolio management, tax minimization, and education planning. Outside of his professional work, Tyler is active in his community as a member of The Church of Garden Valley in Lindale. He enjoys spending time with his wife and three children, and engages in outdoor activities such as bass fishing and gardening.

Trey Lawson is a Wealth Management Advisor at Merrill Lynch Wealth Management. He partners with founders, executives, and multigenerational families to navigate complex wealth decisions, integrating investment strategy, tax awareness, and long-term planning to assist clients in preserving, growing, and transferring their wealth. Trey advises clients during pivotal moments such as business transitions, liquidity events, and management of concentrated positions, employing a disciplined and institutional approach to portfolio construction and risk management. His practice extends to institutional consulting, including services for select endowments, foundations, and nonprofit organizations. Trey holds the Certified Investment Management Analyst (CIMA) designation, which is taught in conjunction with the Yale School of Management. He earned a bachelor's degree from Cameron University and also holds the Personal Investment Advisor (PIA) designation. His work has been recognized nationally, including listings in Forbes' "Top Next-Gen Wealth Advisors Best-in-State" (2023–2025) and "Best-in-State Wealth Management Teams" (2023–2026). He resides in Tyler, Texas with his wife, Jacie, and their three children. Trey serves on the board of Bethesda Health Clinic and is active with Grace Community Church. His personal interests include fishing, golfing, hunting, skiing, and spending time with his family.