Investment Banking/Management Services

Investment Banking/Management Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Corporate Finance Associates
Corporate Finance Associates
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1999 Richmond Road Ste 500
Lexington, KY 40502
Mr. Patrick S. PowellMr. Patrick S. Powell
Work Phone: (859) 963-2400(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
Cumberland Valley National Bank
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1721 Nicholasville Rd.
Lexington, KY 40503
Rockie MasonRockie Mason
Work Phone: (859) 268-1189(859) 268-1189
(800) 999-3126(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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Unified Trust, A Division of American Trust Company
Unified Trust, A Division of American Trust Company
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2353 Alexandria Drive
Suite 100
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(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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Community Trust and Investment Company
Community Trust and Investment Company
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100 East Vine Street
Suite 501
Lexington, KY 40507
Work Phone: (859) 389-5300(859) 389-5300
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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
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3120 Wall Street
Suite 310
Lexington, KY 40513
Work Phone: (859) 219-2460(859) 219-2460
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Russell Capital Management, LLC
Russell Capital Management, LLC
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476 E High Street
Lexington, KY 40507
Work Phone: (859) 254-5225(859) 254-5225
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Charles Schwab Lexington-Hamburg
Charles Schwab Lexington-Hamburg
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2344 Elkhorn Road
Suite 175
Lexington, KY 40509
Work Phone: (859) 629-3460(859) 629-3460
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MCF Advisors
MCF Advisors
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333 West Vine St.
Suite 1740
Lexington, KY 40507
Work Phone: (859) 967-0999 (859) 967-0999
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Baird
Baird
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300 W. Vine St., Suite 1100
Lexington, KY 40507
Stephen GrossmanStephen Grossman
Work Phone: (859) 255-9681(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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Buzz Carmichael
Buzz Carmichael
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4390 Clearwater Dr.
Suite 1602
Lexington, KY 40515
Work Phone: (859) 266-5757(859) 266-5757
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
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3292 Eagle View Lane
Suite 290
Lexington, KY 40509
Work Phone: (859) 254-3036(859) 254-3036
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Dupree & Company, Inc.
Dupree & Company, Inc.
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125 South Mill Street
Suite 100
Lexington, KY 40507
Work Phone: (859) 254-7741(859) 254-7741
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RSA Advisors, LLC
RSA Advisors, LLC
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147 E. Third St.
Lexington, KY 40508
Work Phone: (859) 977-6600(859) 977-6600
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WealthSouth
WealthSouth
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106 W. Vine St., Suite 600
Lexington, KY 40507
Work Phone: (859) 523-2600(859) 523-2600
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Federal Hill Capital Management
Federal Hill Capital Management
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129 N. 3rd Street
Bardstown, KY 40004
Work Phone: (502) 348-5789(502) 348-5789
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Dupree Financial Group
Dupree Financial Group
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237 East Main Street
Lexington, KY 40507
Work Phone: (859) 233-0400(859) 233-0400
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