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The McLaughlin Group

Private Wealth Advisors

FIRST TENNESSEE PLAZA

800 S. GAY STREET, SUITE 2200

KNOXVILLE, TN 37929

865.521.8805

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About us

The McLaughlin Group

The McLaughlin Group is a wealth management team located in Knoxville, Tennessee, that works exclusively with ultra-high-net-worth clients. We have spent our careers focusing on the opportunities, challenges, and concerns that accompany substantial wealth. Clients often remark that they never anticipated the degree of complexity that their wealth would entail. Quite simply, we understand. Our team is structured and designed to address the pressing issues that affluent clients encounter. We don’t dabble in high-net-worth issues: we focus on them. We work with a limited number of clients so that we can provide the intimate, personalized, and diligent service that is a hallmark of our group.

Asset Allocation does not ensure a profit or protect against loss in declining markets.

Neither Merrill Lynch nor its Financial Advisors provide tax, accounting or legal advice. Clients should review any planned financial transactions or arrangements that may have tax, accounting or legal implications with their personal professional advisors.

Our group has garnered national recognition as a leading wealth management team. Barron’s Magazine named Dugan McLaughlin one of the Top 1,000 Financial Advisors in America in 2011 and 2012.1

A Family-Centered Approach

At the McLaughlin Group, we recognize that wealth does not exist in isolation. Clients have worked hard to amass their wealth. Now, they look to enjoy their wealth with the people they love, use their wealth to make a positive impact on their communities, and preserve their wealth for future generations. We help clients pursue each of these goals. We encourage clients to make wealth management a family priority – not an individual pursuit. We meet with clients’ extended family members, enlarging the discussion so that multiple generations can discern and appreciate the privileges and potential pitfalls of significant wealth. We believe that wealth management is successful when it unifies a family, making it stronger in its collective understanding and coordinated pursuit of the positive applications of wealth.

Grounded in Long Term Strategy

The clients who engage our services did not become wealthy overnight. They know that prudent wealth management is grounded in long-term strategy. Our team works closely with clients to create customized wealth management plans that detail clients’ cash-flow needs, risk tolerances, investment goals, lifestyle requirements, legacy desires, and philanthropy aspirations over a long-term horizon. We integrate the efforts of clients’ external tax and legal advisors within our strategic framework so that together, we pursue unified objectives in a streamlined manner. By taking a strategic, rather than reactive, approach to wealth management, we look to establish parameters that promote wealth preservation over multiple generations.

Attuned to the Needs of Affluent Clients

The McLaughlin Group offers a suite of services that are designed to address the particular needs of affluent clients:

  • Asset allocation
  • Trust / wealth transfer strategies
  • Tax minimization strategies
  • Risk management
  • Private banking
  • Executive services
  • Philanthropic advisory services
  • Credit and liquidity
  • Client education
  • Meet the team

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    Dugan J. McLaughlin

    Managing Director - Wealth Management

    Private Wealth Advisor

    865.521.8813

    865.521.8813

    dugan_mclaughlin@ml.com

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    Mickey Ray Johnson, CFP®

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    865.521.8813

    865.521.8813

    mickey_johnson@ml.com

    Add to address book

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    Meet the team

    Dugan J. McLaughlin

    Managing Director - Wealth Management

    Private Wealth Advisor

    865.521.8813

    865.521.8813

    dugan_mclaughlin@ml.com

    Add to address book

    Read Bio

    Mickey Ray Johnson, CFP®

    Senior Vice President - Wealth Management

    Private Wealth Advisor

    865.521.8813

    865.521.8813

    mickey_johnson@ml.com

    Add to address book

    Read Bio