Investment Banking/Management Services

Cumberland Valley National Bank

1721 Nicholasville Rd.
Lexington, KY 40503

Whitney Greer

(859) 268-1189

(800) 999-3126

Member Since: 2006

CVNB has been Central and Southeastern Kentucky’s community bank since 1904. For more than 100 years, we’ve been dedicated to helping our communities and customers grow, thrive, and achieve their financial goals.

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Corporate Finance Associates

1999 Richmond Road Ste 500
Lexington, KY 40502

Mr. Patrick S. Powell

(859) 963-2400

Member Since: 2011

Corporate Finance Associates (CFA) is an international mergers and acquisition (M&A) firm that has completed over 3500 transactions since 1956.

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Asio Capital

220 Lexington Green Cir Ste 420
Lexington, KY 40503

(859) 785-4130

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Unified Trust

2353 Alexandria Drive
Suite 100
Lexington, KY 40504

(866) 680-7000

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J.J.B. Hilliard, W. L. Lyons LLC

3120 Wall Street
Suite 310
Lexington, KY 40513

(859) 219-2460

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Wells Fargo Financial Advisors

333 E. Main Street
Suite 120
Lexington, KY 40507

(859) 276-6166

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Hilliard Lyons | Baird

300 W. Vine St., Suite 1100
Lexington, KY 40507

Stephen Grossman

(859) 255-9681

Member Since: 1965

At Hilliard Lyons, 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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MCF Advisors