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Name
City
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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Cumberland Valley National Bank
_
1721 Nicholasville Rd.
Lexington
,
KY
40503
Rockie Mason
(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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MCF Advisors
_
333 West Vine St.
Suite 1740
Lexington
,
KY
40507
(859) 967-0999
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Russell Capital Management, LLC
_
476 E High Street
Lexington
,
KY
40507
(859) 254-5225
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
(859) 233-0400
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American Trust
_
2353 Alexandria Drive
Suite 100
Lexington
,
KY
40504
Kevin Avent
(859) 422-0483
(859) 422-0481
Member Since: 2007
Unified Trust Company has a thirty-plus-year track record for breaking new ground in order to improve the financial outcomes of its investors and partners.
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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
(859) 523-2600
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Baird
_
300 W. Vine St., Suite 1100
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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RSA Advisors, LLC
_
147 E. Third St.
Lexington
,
KY
40508
(859) 977-6600
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Charles Schwab Lexington-Hamburg
_
2344 Elkhorn Road
Suite 175
Lexington
,
KY
40509
(859) 629-3460
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Federal Hill Capital Management
_
129 N. 3rd Street
Bardstown
,
KY
40004
(502) 348-5789
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Dupree & Company, Inc.
_
125 South Mill Street
Suite 100
Lexington
,
KY
40507
(859) 254-7741
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Buzz Carmichael
_
4390 Clearwater Dr.
Suite 1602
Lexington
,
KY
40515
(859) 266-5757
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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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Prairie Capital Advisors
_
2517 Pascoli Place
Lexington
,
KY
40509
(502) 644-0777
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D. Scott Neal, Inc.
_
3292 Eagle View Lane
Suite 290
Lexington
,
KY
40509
(859) 254-3036
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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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