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At Hilliard Lyons, we believe diversification among high quality stocks that pay dividends warrants attention, particularly in volatile markets. While not eliminating risk entirely, we think quality companies with a history of dividend payments could be more stable in market downturns. In addition, we view the possibility of a growing income stream from increased dividends as a positive. Though past performance is no guarantee of future results, statistics show common stocks have outperformed other asset classes for the multi-year period from 1926 to 2010. Consult your Financial Consultant for the investments most appropriate for you. |
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| | Whether your financial goal is saving money for your child's education or preparing for retirement, Hilliard Lyons can help guide you toward your goal within your expected time horizon. Consider our five steps to sound investing:
- Set goals
- Establish a time horizon
- Identify risk tolerance
- Determine the amount you can invest regularly
- Determine an asset allocation strategy
Call or email me today to get started on your personal investment journey.
| >> Education & Awards | - Bachelor of Science in Business, 1997
Miami University Oxford, OH
- Certified Public Accountant (CPA) by Kentucky State Board of Accountancy since 1997
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| >> Background & Experience | - March 2009 - Present
Hilliard Lyons Vice President - Financial Consultant Louisville, KY
- October 2001 - March 2009
Merrill Lynch Financial Advisor Louisville, KY
- August 1997 - October 2001
Pricewaterhouse Coopers Senior Associate - Auditor Louisville, KY
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I am licensed in the following state(s):
CT, FL, IL, IN, KY, MA, MO, NC, NH, NV, OH, OR, PA, TN, TX, WA, WV
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| | ©2012 HILLIARD LYONS. All Rights Reserved.02/05/2012 | 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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