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City
Corporate Finance Associates
_
1999 Richmond Road
STE 500
Lexington
,
KY
40502
(859) 963-2400
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
(859) 233-0400
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Oberlander Financial Services, PLLC
_
997 Governors Lane, Ste 150
Lexington
,
KY
40513
(859) 552-3342
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Community Trust and Investment Company
_
100 East Vine Street
Suite 501
Lexington
,
KY
40507
(859) 389-5300
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Independence Bank
_
Stacy Berge
(859) 967-1776
Member Since: 2021
Long before the days of government bailouts, Independence Bank sought to create a banking revolution.
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FinFit Life
_
4190 Spears Rd
Lexington
,
KY
40515
(513) 926-8985
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Keystone Financial Group
_
527 Wellington Way Ste 225
Lexington
,
KY
40503
(859) 317-8316
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Field & Main Bank
_
369 E. Main Street
Suite 100
Lexington
,
KY
40507
Lesley A. Fluke
(859) 554-9663
(859) 397-5026
Member Since: 2013
Field & Main Bank is your Kentucky-chartered community bank dedicated to serving Kentucky and Indiana with strong leadership, convenient banking facilities and new modern craft banking.
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Powerful Legacy Insurance & Financial Services
_
3260 Blazer Pkwy
Suite 100
Lexington
,
KY
40509
(859) 893-5099
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Bank of America
_
4023 Finn Way
Lexington
,
KY
40517
Carolyn Stafford
(859) 629-3713
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Ascension Funding Group
_
4401 Tates Creek Centre Dr
Suite 150-313
Lexington
,
KY
40517
(866) 778-8078
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OneCommonwealth Financial Group
_
139 West Short Street
Suite 200
Lexington
,
KY
40507
(859) 971-9479
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Morgan Stanley
_
444 East Main Street
Suite 111
Lexington
,
KY
40507
(859) 231-9500
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Alpha Financial Partners, LLC
_
710 E Main St
Suite 110
Lexington
,
KY
40502
(859) 785-2660
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Ballast, Inc.
_
400 East Vine Street
Suite 400
Lexington
,
KY
40507
(859) 226-0625
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American Trust Wealth
_
2525 Harrodsburg Road
Suite 300
Lexington
,
KY
40504
Kevin Avent
(859) 422-0483
(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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Accredited Wealth Management
_
4938 Brownsboro Road • Suite 201
Louisville
,
KY
40222
(502) 290-1905
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Acuity Wealth Management Advisors
_
444 East Main Street
Suite 202
Lexington
,
KY
40507
(859) 492-7405
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HSLC (The Home Savings & Loan Co.)
_
2452 Sir Barton Way
Lexington
,
KY
40509
Chris Jones
(859) 440-1008
Member Since: 2020
Getting a home loan has never been a more stress-free experience than it is with HSLC - Lexington Loan Production Office.
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Park Community Credit Union
_
2217 War Admiral Way
Lexington
,
KY
40509
(502) 968-3681
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Bank of America
_
520 W New Circle Rd
Lexington
,
KY
40511
Tony Guynn
(859) 963-3059
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Elkhorn Private Wealth
_
771 Corporate Dr.
Suite 605
Lexington
,
KY
40503
(859) 402-0080
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City National Bank
_
318 East Main Street
Lexington
,
KY
40507
Mr. Bill Craycraft
(859) 367-3707
Member Since: 2015
City has been delivering innovative, superior financial solutions for 60 years, proudly serving business and retail customers across West Virginia, Kentucky, Virginia and Ohio.
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Alliance Financial Planning, LLC
_
525 Darby Creek Road #29
Lexington
,
KY
40509
(859) 977-6006
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Moneyline Wealth Management
_
220 E. Reynolds Rd., Suite A-1
Lexington
,
KY
40517
(859) 271-8694
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Triple Crown Advisors/Ameriprise Financial
_
1000 Monarch St.
Suite 250
Lexington
,
KY
40513
(859) 260-1820
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J.J.B. Hilliard, W. L. Lyons LLC
_
100 W Main Street Suite 500
Lexington
,
KY
40507
(859) 219-2460
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Northwestern Mutual
_
330 East Main St.
3rd Floor
Lexington
,
KY
40507
(859) 523-8700
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Joule Financial
_
1216 S. Broadway
Lexington
,
KY
40504
(859) 881-0777
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Farm Credit Mid America & Rural 1st
_
1201 Providence Place Pkwy
Lexington
,
KY
40511 8315
(859) 254-2741
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HSLC (The Home Savings & Loan Co.)
_
345 Ruccio Way
Lexington
,
KY
40503
(859) 440-1008
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Russell Capital Management, LLC
_
476 E High Street
Lexington
,
KY
40507
(859) 254-5225
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Family Wealth Group
_
2704 Old Rosebud Road
Suite 180
Lexington
,
KY
40509
(859) 309-0349
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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
(859) 523-2600
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Baird
_
100 W. Main St.
Suite 500
Lexington
,
KY
40507
Stephen Grossman
(859) 255-9681
Member Since: 1965
At Baird, we provide comprehensive wealth management services and customized advice. Our focus on planning includes the ever important arenas of education, retirement, business succession and trust and estate planning.
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Merrill, a Bank of America Company
_
300 W Vine Street
Suite 1000
Lexington
,
KY
40507
Mollie Brennan
(859) 231-5000
Member Since: 1980
Through our branch’s experience and leadership, we welcome working with individuals, families, business owners, executives and institutions.
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Jack Lehman, Financial Advisor
_
3217 Summit Square Pl
Lexington
,
KY
40509
(270) 312-3365
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Jim Mischner – "Hard Money" Private Lender
_
PO Box 22481
Lexington
,
KY
40522 2481
(859) 806-1932
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Merrill, a Bank of America Company
_
4023 Finn Way
Lexington
,
KY
40517
(859) 231-5204
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Thoroughbred Asset Management
_
809 Morton Ave
Suite 202
Bardstown
,
KY
40004
(866) 566-0460
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Bank of America
_
1808 Alysheba Way
Lexington
,
KY
40507
Christopher Howard
(859) 629-3660
Member Since: 2023
Bank of America is one of the world’s leading financial institutions, serving individuals, small- and middle-market businesses, large corporations, and governments with a full range of banking, investment management and other financial and risk managemen
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Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Lexington
,
KY
40508
(859) 551-0171
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Aurora Financial Consultants
_
2333 Alexandria Dr
Lexington
,
KY
40504
(859) 514-6045
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New York Life -Albert Stobbe
_
9300 Shelbyville Rd
1250
Louisville
,
KY
40222
(502) 420-2061
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Raymond James/Central Bank
_
43 North Maple St.
Winchester
,
KY
40391
(859) 745-7626
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Courtesy Acura
_
3701 Nicholasville Road
Lexington
,
KY
40503
(859) 272-8900
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SETERIOS Wealth Advisors, LLC
_
2151 Meeting Street
Unit 10112
Lexington
,
KY
40509
(941) 744-7993
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Fidelity Investments
_
161 Lexington Green Circle
Suite 195
Lexington
,
KY
40503
(859) 469-7304
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Legacy Wealth Management
_
2525 Harrodsburg Road
Suite 100
Lexington
,
KY
40504
(859) 296-1200
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Meridian Wealth Management, LLC
_
100 W Main St
Suite 450
Lexington
,
KY
40507
(859) 543-4516
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Lexington Postal Community Credit Union
_
124 Louie Place
Lexington
,
KY
40511
(859) 252-5151
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LeTicia Preacely, Edward Jones
_
504 North Main St., Suite E
Nicholasville
,
KY
40356
LeTicia Preacely
(859) 881-8246
Member Since: 2024
As a fully licensed advisor, I have dedicated my career to delivering the personalized and comprehensive planning services my clients deserve.
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If your business isn't here,
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About
Message from the Board Chair
President's Message
Top Investors
Board of Directors
Racial Equity Pledge
Staff Directory
Find Our Offices | Parking
NEWS
Do Business
Business Directory
Economic Development
Minority Business Development
>
Minority Business Directory
Procurement Opportunities
Business & Education Network
>
BEN Board of Directors
Resources
>
Start a Business
Relocate a Business
Funding & Financing
Publications
Live & Work
Relocation Guide
Job Board
Getting Around
Demographics
Cost of Living
Lexington History
Lexington Rankings
Education
>
Public Education
Private Education
Health Care
Advocacy
About Public Policy
Regional Plan
Your Government
>
Local
State
Federal
Policy Statements & Key Issues
Membership
Member Benefits
Member Discounts
Member News
Sponsorship Opportunities
JOIN
Events
Commerce Lexington Events Calendar
Community Calendar
Submit an Event
An Evening With Commerce Lexington
Imperial Cities - 2024 International Trip
EMERGE
>
Keynote Speakers
Breakouts
Breakout Speakers
Agenda
Leadership Visit
>
Past Trips
>
Grand Rapids 2023
Tampa-St. Pete 2022
Austin 2021
Raleigh 2019
Impact
Regional Summit
Washington Fly-In
Salute to Small Business
>
Past Award Winners
Connect
Become a Member
Peer Programming
>
Business Owners Advisory Boards (BOAB)
Peer Groups
Emerging Leaders of the Bluegrass
Leadership Development
>
Leadership Lexington
Leadership Central Kentucky
>
Class Roster
LCK Alumni
Ambassador Program