Gadsden, AL S 7th St Office

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.

Tanner Hammett is a financial advisor with Wells Fargo Clearing, holding Series 65 and Series 63 licenses and bringing two years of industry experience. His work history includes roles at Wells Fargo Bank, N.A. and Johnsons Giant Food. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm utilizes research and analytics to guide investment decisions and offers a range of financial products through its bank and insurance affiliates.