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City
1
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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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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Brewer Private Wealth of Atlanta Consulting Group
_
340 S Broadway
Lexington
,
KY
40508
Rob Brewer
(859) 551-0171
Member Since: 2023
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Community Trust and Investment Company
_
100 East Vine Street
Suite 501
Lexington
,
KY
40507
Mr. Andy Waters
(859) 389-5300
Member Since: 2012
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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
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D. Scott Neal, Inc.
_
3292 Eagle View Lane
Suite 290
Lexington
,
KY
40509
Scott Neal
(859) 254-3036
Member Since: 2000
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Dupree Financial Group
_
237 East Main Street
Lexington
,
KY
40507
Thomas Dupree
(859) 233-0400
(800) 509-0105
Member Since: 2016
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J.J.B. Hilliard, W. L. Lyons LLC
_
100 W Main Street Suite 500
Lexington
,
KY
40507
Thomas Kessinger
(859) 219-2460
Member Since: 2010
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MCF Advisors
_
333 West Vine St.
Suite 1740
Lexington
,
KY
40507
Dave Harris
(859) 967-0999
(866) 392-8600
Member Since: 2007
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Prairie Capital Advisors
_
2517 Pascoli Place
Lexington
,
KY
40509
(502) 644-0777
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RSA Advisors, LLC
_
147 E. Third St.
Lexington
,
KY
40508
Joe Lakofka
(859) 977-6600
(800) 255-0795
Member Since: 2020
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Russell Capital Management, LLC
_
476 E High Street
Lexington
,
KY
40507
Yvonne Matheny
(859) 254-5225
Member Since: 2017
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WealthSouth
_
106 W. Vine St., Suite 600
Lexington
,
KY
40507
William Howell
(859) 523-2600
(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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FOUNDATION
Message from the Board Chair
President's Message
Top Investors
Board of Directors
Racial Equity Pledge
Staff Directory
Find Our Offices | Parking
NEWS
Business Directory
Economic Development
Minority Business Development
>
Minority Business Directory
Procurement Opportunities
Business & Education Network
Resources
>
Start a Business
Relocate a Business
Funding & Financing
Publications
Relocation Guide
Job Board
Getting Around
Demographics
Cost of Living
Lexington History
Lexington Rankings
Education
>
Public Education
Private Education
Health Care
About Public Policy
Regional Plan
Your Government
>
Local
State
Federal
Policy Statements & Key Issues
Member Benefits
Member Discounts
Member News
Sponsorship Opportunities
JOIN
Events Calendar
Submit an Event
An Evening With Commerce Lexington
International Trip
EMERGE
>
EMERGE Sessions
Leadership Visit
>
Past Trips
>
Salt Lake City 2024
Grand Rapids 2023
Tampa-St. Pete 2022
Austin 2021
Raleigh 2019
Impact
Regional Summit
>
Regional Summit Agenda
Washington Fly-In
Salute to Small Business
>
Past Award Winners
Become a Member
Peer Programming
>
Business Owners Advisory Boards (BOAB)
Peer Groups
Emerging Leaders of the Bluegrass
Leadership Development
>
Leadership Lexington
>
Leadership Lexington Alumni Association
Leadership Lexington Projects 2024-25
Leadership Central Kentucky
>
Class Roster
LCK Alumni
Ambassador Program