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Most people spend more time planning for their vacation than for retirement. To make your retirement the ultimate vacation takes early planning. Talk with your Financial Consultant soon about establishing a plan that will afford you to do the things you want to do during your retirement. |
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______________________________________________________ The complexities of building, preserving and passing along wealth have never been as great as they are today. Affluent investors are increasingly seeking guidance and comprehensive solutions that consider their unique circumstances and long-term goals. Holding the Hilliard Lyons Chartered Wealth Advisor® designation, I can leverage the many resources available at Hilliard Lyons in collaborating with your CPA and attorney, for a truly integrated financial plan. I am capable to support you with virtually all of your wealth management needs, being skilled in the following areas:
- Portfolio evaluation and asset allocation strategies
- Estate planning and wealth transfer
- Charitable gifting strategies
- Succession planning and the other needs of business owners
- Retirement planning
- Risk management and insurance strategies.
If your financial position is such that it requires many levels of knowledge, I can help bring it all into focus by designing a single, comprehensive strategy.
| >> Organizations & Associations | - Boys & Girls Club, Director
- Glasgow Rotary Club, Current Board Member
- First Christian Church, Elder
- Glasgow Golf & Country Club, Director & Past President
- Centre College, Past Alumni Board Director
- Glasgow Barren County Chamber of Commerce, Board Member
- “Concert On The Square” (Community Foundation) Member
- Tee To Green of Barren County, Board Member
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| >> Education & Awards | - Centre College,1992
B.S. Economics
B.A. English
Danville, KY
- Securities Industry Institute, 2007 Wharton School of Business University of Pennsylvania
- Series 7 – General Securities Representative
- Series 63 – Uniform Securities Agent State Law Exam
- Series 65 – Uniform Investment Advisor Law Exam
- Life & Variable Annuities Insurance Licensed
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| >> Background & Experience | - 1992 – Present:
Hilliard Lyons
First Vice President
Financial Consultant
Chartered Wealth Advisor®
Accredited Investment Fiduciary®
- 20 Years Experience
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I am licensed in the following state(s):
AR, CT, FL, GA, IL, KY, MO, NC, OH, OK, SC, TN, WI
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| | ©2012 HILLIARD LYONS. All Rights Reserved.05/18/2012 | J.J.B. Hilliard, W.L. Lyons, LLC, member SIPC, FINRA, and NYSE, INC., provides securities products and services referenced on this site. The information on this site is not intended to be used as the primary basis of investment decisions. It is for informational purposes only and is not a representation by us or an offer or a solicitation of an offer to sell or buy any security. Furthermore, this site has been published in the United States for residents of the United States. It is not intended for use by or to provide information to investors outside of the United States. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. For U.S. residents, services or products described may not be eligible for solicitation in your state. We invite you to contact us for further information. Copyright 2007 by J.J.B. Hilliard, W.L. Lyons, LLC, 500 W Jefferson Street, Louisville, KY 40202-2517, Tel. (800) 444.1854
Hilliard Lyons does not offer tax or legal advice. Please consult your tax advisor or attorney before making any decision that may affect your tax or legal situation.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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