Investment Banking/Management Services

Investment Banking/Management Services

 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Corporate Finance Associates
Corporate Finance Associates
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1999 Richmond Road
Lexington, KY 40502
Mr. Patrick S. PowellMr. Patrick S. Powell
Work Phone: (859) 963-2400(859) 963-2400
Member Since: 2011
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Burl Investment Management, LLC
Burl Investment Management, LLC
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620 Euclid Ave.
Lexington, KY 40502
Michael PotapovMichael Potapov
Work Phone: (859) 810-4330(859) 810-4330
Member Since: 2025
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MCF Advisors
MCF Advisors
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333 West Vine St.
Lexington, KY 40507
Dave HarrisDave Harris
Work Phone: (859) 967-0999 (859) 967-0999
(866) 392-8600(866) 392-8600
Member Since: 2007
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Russell Capital Management, LLC
Russell Capital Management, LLC
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476 E High Street
Lexington, KY 40507
Yvonne MathenyYvonne Matheny
Work Phone: (859) 254-5225(859) 254-5225
Member Since: 2017
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Brewer Private Wealth of Atlanta Consulting Group
Brewer Private Wealth of Atlanta Consulting Group
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450 Old Vine St
Lexington, KY 40507
Rob BrewerRob Brewer
Work Phone: (859) 551-0171(859) 551-0171
Member Since: 2023
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Community Trust and Investment Company
Community Trust and Investment Company
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100 East Vine Street
Lexington, KY 40507
Mr. Andy WatersMr. Andy Waters
Work Phone: (859) 389-5300(859) 389-5300
Member Since: 2012
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RSA Advisors, LLC
RSA Advisors, LLC
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147 E. Third St.
Lexington, KY 40508
Joe LakofkaJoe Lakofka
Work Phone: (859) 977-6600(859) 977-6600
(800) 255-0795(800) 255-0795
Member Since: 2020
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WealthSouth
WealthSouth
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333 E Main Street, Suite 120
Lexington, KY 40507
William HowellWilliam Howell
Work Phone: (859) 523-2600(859) 523-2600
(855) 261-7512(855) 261-7512
Member Since: 2013
At WealthSouth, we consider you and your family’s financial welfare our responsibility. Our Private Wealth Management Services are built upon a foundation of objective fiduciary service to our clients.
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Dupree Financial Group
Dupree Financial Group
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237 East Main Street
Lexington, KY 40507
Thomas DupreeThomas Dupree
Work Phone: (859) 233-0400(859) 233-0400
(800) 509-0105(800) 509-0105
Member Since: 2016
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Prairie Capital Advisors
Prairie Capital Advisors
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2517 Pascoli Place
Lexington, KY 40509
Tim JamisonTim Jamison
Work Phone: (502) 644-0777(502) 644-0777
Member Since: 2022
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Baird
Baird
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100 W. Main St.
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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J.J.B. Hilliard, W. L. Lyons LLC
J.J.B. Hilliard, W. L. Lyons LLC
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100 W Main Street Suite 500
Lexington, KY 40507
Thomas KessingerThomas Kessinger
Work Phone: (859) 219-2460(859) 219-2460
Member Since: 2010
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D. Scott Neal, Inc.
D. Scott Neal, Inc.
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3292 Eagle View Lane
Lexington, KY 40509
Scott NealScott Neal
Work Phone: (859) 254-3036(859) 254-3036
Member Since: 2000
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American Trust Wealth
American Trust Wealth
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2525 Harrodsburg Road
Lexington, KY 40504
Kevin AventKevin Avent
Work Phone: (859) 422-0483(859) 422-0483
(859) 422-0481(859) 422-0481
Member Since: 2007
Helping people retire is our business, it’s what we do.
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