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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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Investment Insight For Every Generation Since 1854 Stocks Mutual Funds Corporate and Government Bonds
Tax Free Bonds Life Insurance
Long Term Care Annuities Certificates of Deposit
Retirement Income Planning IRA New and Rollover 401K
College Education 529 Plans Estate Planning Strategies
Trust Services Private Account Management 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 Chartered Wealth Advisor®, I am skilled in recognizing and leveraging the many resources available at Hilliard Lyons, as well as those available through the collaboration with your CPA and attorney, for a truly integrated financial plan. To learn more about the value a Chartered Wealth Advisor® provides, click here .
| >> Education & Awards | - BA Business Management
Eckerd College
St. Petersburg, FL
1976
Civic Organization History
- Paducah McCracken County Chamber of Commerce - President 1994
- Paducah Public Library - Chairman 1993
- Rotary Club of Paducah - President 1994
- Paducah McCracken County Convention Center Corp. - Chairman 1995
- Greater Paducah Economic Development Corp - Past Board Member 1994
- Growth Inc. - Past Board Member
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| >> Organizations & Associations | - Certified Financial Planner™ practitioner (CFP®) - 1988
- Chartered Wealth Advisor® (CWA®) - 2007
- Rotary Club of Paducah
- Honorable Order of Kentucky Colonels
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| >> Background & Experience | - April 1983-Present
Hilliard Lyons
Financial Consultant - Branch Manager
Paducah, Ky
- FINRA Series 7 Licensed with
E. F. Hutton in 1978
St. Petersburg, FL
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I am licensed in the following state(s):
AL, AR, AZ, CA, CO, DC, FL, GA, HI, IL, IN, KY, MD, MN, MO, MS, NC, NV, OH, PA, TN, TX, VA, WI, 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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