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There’s more than meets the eye... Since 1904, we’ve been “defining the standard” for customer service.
Our people make the difference... Personal bios of the Wealth Management & Trust Team.
What’s New at Stock Yards Wealth Management & Trust?
With more than $3.4 billion in assets under management, our Wealth Management & Trust professionals are an integral part of Stock Yards Bank & Trust. Our clients value custom-tailored financial planning, investment management, retirement planning, and trust and estate services. Each member of our team provides clients with unparalleled service, and the strength of Stock Yards Bank & Trust.
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Backed by the strong foundation of Stock Yards Bank & Trust – Our Wealth Management & Trust professionals have the ability to service all of your financial and Wealth Management needs.
We serve individuals, multi-generational families, businesses, and institutions from our offices in Kentucky, Ohio, and Indiana.
You receive custom-tailored financial planning, investment management, retirement, and trust & estate services.
Each member of our team will provide you with unparalleled service and expertise backed by the experience of our entire team.
Our staff is comprised of experienced professionals who hold advanced degrees in business and law, as well as prestigious credentials including Chartered Financial Analyst ® (CFA), Certified Trust and Financial Advisor (CTFA), and Certified Financial Planner™ (CFP)®.
Utilizing our full-service model, you receive direct access to our synergistic team, who make all decisons locally.
We combine the strength and sophistication of a large institution with the responsiveness and experience of personal, trusted advisors to grow and protect your wealth.
We relieve the burden of managing wealth, so that you can spend more time on the things that are most important to you.
200 South Fifth Street
Louisville, KY 40202
101 West Fourth Street
Cincinnati, OH 45202
11450 N. Meridian Street
Carmel, IN 46032
A trusted partner, since 1904