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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. As a Hilliard Lyons Chartered Wealth Advisor®, I am skilled in recognizing and leveraging the many resources available through the collaboration 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. I am specially trained 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
skill, I can help bring it all into focus by designing a single,
comprehensive
strategy.
To learn more about the value a Chartered Wealth Advisor® provides, click
here.
| >> Education & Awards | - M.B.A.
University of Louisville
Louisville, KY
- B.S. Economics
Centre College
Danville, KY
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| >> Background & Experience | - Nov 2009 - Present
Hilliard Lyons
Financial Consultant
Louisville, KY
- Feb 1999 - Nov 2009
Hilliard Lyons
Branch Manager/Financial Consultant
Bardstown, KY
- Jun 1997 - Feb 1999
Fidelity Investments
Retirement Service Specialist
Covington, KY
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I am licensed in the following state(s):
AL, CA, CO, FL, IN, KY, MA, ME, NY, OH, TN, TX
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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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