Top 50 Financial Services Companies in Lexington

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Below is the list of Top 50 Financial Services Companies in Lexington ranked based on company size, client reviews, services, and awards.

Financial Services Companies in Lexington

1. Saa Cedisus Eb-5 Projects

Industry: Financial Services

Location: Lexington, Kentucky

Website: saacedisus.com

Company Founded: 2015

Company Size: 1-10

Company Address: 1592 Meade Court, Lexington, Kentucky, United States

Saa Cedisus Eb-5 Projects Contact Details

Name Title LinkedIn Phone Email
Jerry Clark Founder
Requires/Intent
Loan Origination & Servicing Platforms
Business Strategy & Growth Consulting
Financial Planning & Retirement Solutions
Fraud Detection & Prevention
Mergers & Acquisitions Advisory
and more

2. University Of Kentucky Federal Credit Union

Industry: Financial Services

Location: Lexington, Kentucky

Website: ukfcu.org

Company Founded: 1937

Company Size: 51-200

Company Address: 1730 Alysheba Way, Lexington, Kentucky, United States

University Of Kentucky Federal Credit Union Contact Details

Name Title LinkedIn Phone Email
Southworth Brad Director Of Risk Management
Southworth Brad Director Of Risk Management
Greg Baker Vice President - Sales And Marketing
Michelle Bliffen Vice President, Human Resources
Bob Doucette Vice President Of Information Technology And Marketing
Todd Mccoy Vice President For Finance And Risk Management
Harry Song Financial Services Advisor
Requires/Intent and 44 more Employees
Document Management & E-signature Solutions
Data Analytics & Business Intelligence
Cybersecurity & Data Protection
IoT-enabled Smart Banking Solutions
and more

3. Unified Trust Company, N.a.

Industry: Financial Services

Location: Lexington, Kentucky

Website: unifiedtrust.com

Company Founded: 1985

Company Size: 51-200

Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States

Unified Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Monika Hubbard Institutional Consultant, Retirement Services Consulting Group At Unified Trust Company, N.a
Daniel Snodgrass Business Analyst
Talia May Associate Benefit Consultant
Billy Lanter Fiduciary Investment Advisor
Drew Almy Advisor, Retirement Plan Services
Danny Wilkinson Wealth Advisor
Christopher Anderson Director
Requires/Intent and 39 more Employees
Cloud Computing Solutions
Fraud Detection & Prevention
and more

4. Bank Of The Bluegrass & Trust Co.

Industry: Financial Services

Location: Lexington, Kentucky

Website: bankofthebluegrass.com

Company Founded: 1972

Company Size: 51-200

Company Address: 215 Southland Drive, Lexington, Kentucky, United States

Bank Of The Bluegrass & Trust Co. Contact Details

Name Title LinkedIn Phone Email
Jennifer Frye Avp, Senior Loan Officer
Jeff Schriefer Vice-president, Senior Wealth Advisor
Lynn Tsiboukas Human Resources Director, Vice President
Mark Herren Chairman, Chief Executive Officer
Courtney Barker Relationship Manager
Corey Zacher Assistant Financial Center Manager
Clay Branham Credit Analyst
Requires/Intent and 19 more Employees
Financial Forecasting & Modeling
Mortgage & Loan Processing
API Integration For FinTech
Risk Assessment & Mitigation
Credit Rating & Analysis
and more

5. Community Ventures

Industry: Financial Services

Location: Lexington, Kentucky

Website: cvky.org

Company Founded: 1982

Company Size: 51-200

Company Address: 1450 North Broadway, Lexington, Kentucky, United States

Community Ventures Contact Details

Name Title LinkedIn Phone Email
Aimee Bartels Director Of Human Resources
Jonah Brown Marketing President
Jojuana Greene Vice Chair
Ron Burkins Assistant Vice President Western Kentucky Region
Jacinta Webb Loan Servicing Specialist
Michael Hillock Commercial Lender
Karen Morgison Vice President
Requires/Intent
Compliance & Regulatory Advisory
Debt Collection & Recovery
and more

6. Keystone Financial Group

Industry: Financial Services

Location: Lexington, Kentucky

Website: keystoneky.com

Company Founded: 2008

Company Size: 11-50

Company Address: 527 Wellington Way, Lexington, Kentucky, United States

Keystone Financial Group Contact Details

Name Title LinkedIn Phone Email
John Morton Financial Advisor
Janessa Widzinski Wealth Manager
Gene Richardson Independent Financial Advisor
Jill Gookin Client Relations Manager
Joel Godby Financial Advisor
Scott Morrison Financial Advisor
Daniel Lemens Registered Representative
Requires/Intent and 1 more Employees
Credit Rating & Analysis
Financial Auditing & Reporting
Business Strategy & Growth Consulting
Asset Management
and more

7. Wealth Management Of Kentucky

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 1-10

Company Address: 824 East Euclid Avenue, Lexington, Kentucky, United States

Wealth Management Of Kentucky Contact Details

Name Title LinkedIn Phone Email
Justin Hanks Investment Advisor
Requires/Intent
Securities Trading & Brokerage
ESG & Sustainable Finance Consulting
Mortgage & Loan Processing
Performance Tracking & KPI Analytics
and more

8. Family Financial Partners

Industry: Financial Services

Location: Lexington, Kentucky

Website: familyfinancialpartners.com

Company Founded: 2005

Company Size: 1-10

Company Address: 1792 Alysheba Way, Lexington, Kentucky, United States

Family Financial Partners Contact Details

Name Title LinkedIn Phone Email
Kyrk Davis Wealth Advisor
Ryan Petrunyak Operations Associate And Paraplanner
Katherine Gruver Client Relations And Event Coordinator
Mckellar Ciurlizza Director Of Client Services
Tj Atwell Operations Associate
Requires/Intent
Debt Collection & Recovery
Risk Assessment & Mitigation
Customer Relationship Management (CRM)
AI-powered Financial Insights
Wealth Management
and more

9. Salomon & Company

Industry: Financial Services

Location: Lexington, Kentucky

Website: salomonco.com

Company Founded: 1975

Company Size: 1-10

Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States

Salomon & Company Contact Details

Name Title LinkedIn Phone Email
Seth Salomon Wealth Consultant, Mba, CfpÂ
Austin Macginnis Financial Advisor
Joseph Overbee Summer Intern
Amanda Wallace Secretary
Eric Gile Marketing Intern
Requires/Intent
Banking & Payment Processing
HR & Talent Acquisition
Debt Collection & Recovery
and more

10. Legacy Consulting Group, Llc

Industry: Financial Services

Location: Lexington, Kentucky

Website: lcgcpa.com

Company Founded: 2003

Company Size: 11-50

Company Address: 3306 Clays Mill Road, Lexington, Kentucky, United States

Legacy Consulting Group, Llc Contact Details

Name Title LinkedIn Phone Email
David Foster Founding Partner
Bill Bellet Partner
Jennifer Quillen Wealth Management Advisor
Tyler Nguyen Staff Accountant
Sharon Dunn Office Administrative Assistant
Marty Rohde Retirement Specialist
Brad Jones Executive Vice President
Requires/Intent
Banking & Payment Processing
Financial Planning & Retirement Solutions
and more

11. Unified Trust Company, N.a.

Industry: Financial Services

Location: Lexington, Kentucky

Company Founded: 1985

Company Size: 1-10

Company Address: 2353 Alexandria Drive, Lexington, Kentucky, United States

Unified Trust Company, N.a. Contact Details

Name Title LinkedIn Phone Email
Brett Ervin Business Analyst
John Kirkland Trust Compliance And Policy Consultant
Brett Trusty Manager, Retirement Plan Services
Logan Specht Associate Portfolio Manager
Jennifer Hale Program Manager
Stephen Rowlette Customer Service Center Supervisor
Annette Coleman Conversion Administrator
Requires/Intent and 1 more Employees
Legal Compliance & Advisory
ESG & Sustainable Finance Consulting
Document Management & E-signature Solutions
and more

12. Wrenne Financial Planning Llc

Industry: Financial Services

Location: Lexington, Kentucky

Website: wrennefinancial.com

Company Founded: 2014

Company Size: 1-10

Company Address: 3399 Tates Creek Road, Lexington, Kentucky, United States

Wrenne Financial Planning Llc Contact Details

Name Title LinkedIn Phone Email
Daniel Wrenne Financial Planner
Requires/Intent
Risk Management & Compliance
IoT-enabled Smart Banking Solutions
Compliance & Regulatory Advisory
API Integration For FinTech
Data Analytics & Business Intelligence
and more

13. Castle Financial Management

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 11-50

Castle Financial Management Contact Details

Name Title LinkedIn Phone Email
Claudine Mcginnity Executive Assistant
Mohit Nakrani Software Developer
Michael Mariolis Financial Analyst And Accountant
Donald Castle C.f.o
Requires/Intent
Financial Planning & Retirement Solutions
Business Strategy & Growth Consulting
Asset Management
and more

14. Legacy Wealth Management, Ky

Industry: Financial Services

Location: Lexington, Kentucky

Website: legacywealthky.com

Company Founded: 2008

Company Size: 1-10

Company Address: 2525 Harrodsburg Road, Lexington, Kentucky, United States

Legacy Wealth Management, Ky Contact Details

Name Title LinkedIn Phone Email
John Davis Managing Partner And Financial Consultant
Richard Oakley Financial Advisor Assistant
Requires/Intent
AI-powered Financial Insights
Loan Origination & Servicing Platforms
Risk Assessment & Mitigation
Online Advertising & SEO
Credit Rating & Analysis
and more

15. Moneywatch Advisors

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 1-10

Company Address: 121 Walton Avenue, Lexington, Kentucky, United States

Moneywatch Advisors Contact Details

Name Title LinkedIn Phone Email
Steve Byars Vice President
Requires/Intent
ERP For Financial Institutions
Banking & Payment Processing
Performance Tracking & KPI Analytics
and more

16. Thoroughbred Financial

Industry: Financial Services

Location: Lexington, Kentucky

Website: tbredfa.com

Company Founded: 1998

Company Size: 51-200

Company Address: 3217 Summit Square Place, Lexington, Kentucky, United States

Thoroughbred Financial Contact Details

Name Title LinkedIn Phone Email
Bryce Cooper Office Facilitator
Brian Hartman Business Development Director
Requires/Intent
Credit Rating & Analysis
Insurance & Underwriting Services
and more

17. Wealth Coach Of Kentucky

Industry: Financial Services

Location: Lexington, Kentucky

Website: wealthcoachofkentucky.com

Company Size: 1-10

Company Address: 651 Perimeter Drive, Lexington, Kentucky, United States

Wealth Coach Of Kentucky Contact Details

Name Title LinkedIn Phone Email
Larry Botts Chief Executive Officer
Requires/Intent
Loan Origination & Servicing Platforms
ERP For Financial Institutions
and more

18. Echosat, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Website: echosat.com

Company Founded: 1973

Company Size: 11-50

Company Address: 250 West Main Street, Lexington, Kentucky, United States

Echosat, Inc. Contact Details

Name Title LinkedIn Phone Email
Jason Delph Senior Software Engineer
West Shepherd Software Engineer
Terry Nevil Helpdesk Technician
Steve Courtiour Satellite Uplink Manager
Ben Litz Senior Helpdesk Analyst
Chris Rutherford Vice President
John Sparks Senior Help Desk Analyst
Requires/Intent and 4 more Employees
Marketing Services
Quality Control & Assurance
Risk Management & Compliance
Employee Training & Workforce Development
and more

19. Athlete Essentials

Industry: Financial Services

Location: Lexington, Kentucky

Website: athleteessentialsgroup.com

Company Founded: 2015

Company Size: 1-10

Company Address: 135 West Main Street, Lexington, Kentucky, United States

Athlete Essentials Contact Details

Name Title LinkedIn Phone Email
Kathleen Smith Director Of Wealth Management
Requires/Intent
Document Management & E-signature Solutions
Financial Forecasting & Modeling
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
and more

20. Professional Expediting, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 11-50

Company Address: 847 Lane Allen Road, Lexington, Kentucky, United States

Professional Expediting, Inc. Contact Details

Name Title LinkedIn Phone Email
Gregg Greer Office Manager
Requires/Intent
IoT-enabled Smart Banking Solutions
Loan Origination & Servicing Platforms
API Integration For FinTech
Credit Rating & Analysis
Sales & Lead Generation Strategy
and more

21. Msi Lending

Industry: Financial Services

Location: Lexington, Kentucky

Website: msilending.com

Company Founded: 2012

Company Size: 1-10

Company Address: 271 West Short Street, Lexington, Kentucky, United States

Msi Lending Contact Details

Name Title LinkedIn Phone Email
Marvin Dubose Loan Officer
Ponya Soth Loan Officer
Tom Cooper Branch Manager
Marvin Dubose Loan Originator
Keith Julius Executive Vice President
Requires/Intent
Marketing Services
Document Management & E-signature Solutions
Cybersecurity & Data Protection
and more

22. Gratz Park Private Wealth

Industry: Financial Services

Location: Lexington, Kentucky

Website: gratzparkprivatewealth.com

Company Founded: 2018

Company Size: 1-10

Company Address: 190 Market Street, Lexington, Kentucky, United States

Gratz Park Private Wealth Contact Details

Name Title LinkedIn Phone Email
Sherry Holley President, Gppw | Senior Wealth Advisor, Rjfs
Ginger Ford Vice President, Gppw | Senior Wealth Advisor, Rjfs
Shannon Seltsam Client Relationship Manager, Gppw | Paraplanner, Rjfs
Requires/Intent
Financial Planning & Retirement Solutions
Cloud Computing Solutions
Investment Advisory
Business Strategy & Growth Consulting
and more

23. Fishback Management And Research

Industry: Financial Services

Location: Lexington, Kentucky

Company Founded: 1993

Company Size: 1-10

Company Address: 400 East Vine Street, Lexington, Kentucky, United States

Fishback Management And Research Contact Details

Name Title LinkedIn Phone Email
Bryan Strain Option Trading Analyst And Instructor
James Hughbanks Director Of It
Robin Fishback Graphic Design
Optionapps Odds Options Derivatives Decision Support
Requires/Intent
Cloud Computing Solutions
Hedge Fund & Private Equity Consulting
Blockchain & Cryptocurrency Solutions
Compliance & Regulatory Advisory
ERP For Financial Institutions
and more

24. Moneyline Financial Services

Industry: Financial Services

Location: Lexington, Kentucky

Website: moneylinewealthmanagement.com

Company Founded: 1987

Company Size: 1-10

Company Address: 176 East Reynolds Road, Lexington, Kentucky, United States

Moneyline Financial Services Contact Details

Name Title LinkedIn Phone Email
Francis Almeida Financial Consultant
Requires/Intent
ESG & Sustainable Finance Consulting
Debt Collection & Recovery
and more

25. Micros Leasing

Industry: Financial Services

Location: Lexington, Kentucky

Website: microsleasing.com

Company Founded: 1989

Company Size: 11-50

Micros Leasing Contact Details

Name Title LinkedIn Phone Email
Angela Blanch Senior Sales Executive
Requires/Intent
Mortgage & Loan Processing
Automation & Workflow Optimization
ERP For Financial Institutions
Risk Management & Compliance
Wealth Management
and more

26. Ascension Funding Group

Industry: Financial Services

Location: Lexington, Kentucky

Website: ascensionfunding.com

Company Founded: 2017

Company Size: 1-10

Ascension Funding Group Contact Details

Name Title LinkedIn Phone Email
Tricia Maysfield Lead Generation Specialist
Requires/Intent
AI-powered Financial Insights
Corporate Finance Strategy
Blockchain & Cryptocurrency Solutions
Cybersecurity & Data Protection
Financial Auditing & Reporting
and more

27. Alpha Financial Partners

Industry: Financial Services

Location: Lexington, Kentucky

Website: alphaky.com

Company Founded: 2020

Company Size: 1-10

Company Address: 710 East Main Street, Lexington, Kentucky, United States

Alpha Financial Partners Contact Details

Name Title LinkedIn Phone Email
Aaron Ammerman Co-founder, Partner
Requires/Intent
Debt Collection & Recovery
Fraud Detection & Prevention
and more

28. Central Kentucky Agcredit

Industry: Financial Services

Location: Lexington, Kentucky

Website: ckaca.com

Company Founded: 1934

Company Size: 11-50

Company Address: 640 South Broadway, Lexington, Kentucky, United States

Central Kentucky Agcredit Contact Details

Name Title LinkedIn Phone Email
Courtney Bartenslager Assistant Vice President And Marketing Specialist
Thomas Whitaker Accountant Iii
Russell Gray Assistant Vice President And Relationship Manager
Anna Browning Loan Officer
Russell Gray Avp-relationship Manager
Ben Robin Information Systems Specialist
Ben Robin Loan Officer
Requires/Intent
Digital Payment & Subscription Solutions
Employee Training & Workforce Development
Data Analytics & Business Intelligence
Loan Origination & Servicing Platforms
Compliance & Regulatory Advisory
and more

29. Pinnacle Planning Group, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Company Founded: 1996

Company Size: 1-10

Company Address: 117 South Ashland Avenue, Lexington, Kentucky, United States

Pinnacle Planning Group, Inc. Contact Details

Name Title LinkedIn Phone Email
Laura Mckew Vice President Group Benefits
Requires/Intent
Debt Collection & Recovery
Automation & Workflow Optimization
and more

30. Ballast, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Company Founded: 2005

Company Size: 11-50

Company Address: 360 East Vine Street, Lexington, Kentucky, United States

Ballast, Inc. Contact Details

Name Title LinkedIn Phone Email
Frank Yozwiak Director Of Estate Planning And Tax And Financial Advocate
Requires/Intent
Compliance & Regulatory Advisory
Branding & Public Relations
and more

31. Benchmark Mortgage

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 11-50

Company Address: 1084 East New Circle Road, Lexington, Kentucky, United States

Benchmark Mortgage Contact Details

Name Title LinkedIn Phone Email
Madeeha Trepanier Mortgage Loan Processor
Lindsay Eaton Mortgage Loan Coordinator
Jessica Dye Loan Officer Assistant
Bo Hunter Team Manager
Cal Reed Certified Mortgage Planner
Requires/Intent
IoT-enabled Smart Banking Solutions
Credit Rating & Analysis
and more

32. D. Scott Neal, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Website: dsneal.com

Company Founded: 1995

Company Size: 11-50

Company Address: 3292 Eagle View Lane, Lexington, Kentucky, United States

D. Scott Neal, Inc. Contact Details

Name Title LinkedIn Phone Email
Jerry Zimmerer Owner
Requires/Intent
Legal Compliance & Advisory
Insurance & Underwriting Services
Quality Control & Assurance
and more

33. Bankers Service Corporation

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 1-10

Bankers Service Corporation Contact Details

Name Title LinkedIn Phone Email
Victor Penix Internal Auditor
Requires/Intent
Risk Assessment & Mitigation
Debt Collection & Recovery
Blockchain & Cryptocurrency Solutions
Mobile App Development For Financial Services
Accounting Services
and more

34. Dealers Financial Services

Industry: Financial Services

Location: Lexington, Kentucky

Website: usmiles.com

Company Founded: 1996

Company Size: 11-50

Dealers Financial Services Contact Details

Name Title LinkedIn Phone Email
Phil Rieck Area Production Manager
Angela Lee Administrative Assistant
Bill Robinson Assistant Vice President Human Resources
Marcy Shaikh Allotment And Gap Claims Specialist At Dealers Financial Services
Edwin Perez Area Sales Manager
Patsy Hall Secretary
Requires/Intent
Sales & Lead Generation Strategy
Blockchain & Cryptocurrency Solutions
Performance Tracking & KPI Analytics
Corporate Finance Strategy
and more

35. Enhance Wealth, Llc

Industry: Financial Services

Location: Lexington, Kentucky

Website: enhancewealth.com

Company Founded: 2010

Company Size: 1-10

Company Address: 2343 Alexandria Drive, Lexington, Kentucky, United States

Enhance Wealth, Llc Contact Details

Name Title LinkedIn Phone Email
Ann Veinot Director Of Client Services
Requires/Intent
Banking & Payment Processing
Accounting Services
Cybersecurity & Data Protection
Portfolio Management
Legal Compliance & Advisory
and more

36. Joule Financial

Industry: Financial Services

Location: Lexington, Kentucky

Website: joulefinancial.com

Company Founded: 2001

Company Size: 1-10

Company Address: 146 Deweese Street, Lexington, Kentucky, United States

Joule Financial Contact Details

Name Title LinkedIn Phone Email
Daniel Czulno Managing Director And Investment Advisor
Requires/Intent
Cloud Computing Solutions
IoT-enabled Smart Banking Solutions
Debt Collection & Recovery
Wealth Management
Treasury & Cash Flow Management
and more

37. Credit Solutions, Llc

Industry: Financial Services

Location: Lexington, Kentucky

Website: cs-llc.com

Company Founded: 2003

Company Size: 51-200

Company Address: 2277 Thunderstick Drive, Lexington, Kentucky, United States

Credit Solutions, Llc Contact Details

Name Title LinkedIn Phone Email
Kathy Johnson Collections Agent
Kathy Skipper Collections Agent
Rebecca Bryant Account Receivables Specialist
Ashley Wallace Collector
Kierra Joseph Collections Specialist
Donyale Taylor Medical Coder
Roiana Cunningham Debt Collector
Requires/Intent and 1 more Employees
Blockchain & Cryptocurrency Solutions
Cloud Computing Solutions
and more

38. A Cup Of Common Wealth

Industry: Financial Services

Location: Lexington, Kentucky

Website: acupofcommonwealth.com

Company Size: 1-10

Company Address: 105 Eastern Avenue, Lexington, Kentucky, United States

A Cup Of Common Wealth Contact Details

Name Title LinkedIn Phone Email
Evan Drysdale Lead Coffee Roaster
Bailee Watson Barista
Requires/Intent
Legal Compliance & Advisory
Debt Collection & Recovery
and more

39. Ballast, Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Website: ballastplan.com

Company Founded: 2005

Company Size: 1-10

Company Address: 360 East Vine Street, Lexington, Kentucky, United States

Ballast, Inc. Contact Details

Name Title LinkedIn Phone Email
Amanda Travale Administrative Assistant
Requires/Intent
Marketing Services
Blockchain & Cryptocurrency Solutions
Treasury & Cash Flow Management
and more

40. Talib Financial Services

Industry: Financial Services

Location: Lexington, Kentucky

Website: talibfinancial.com

Company Founded: 2004

Company Size: 1-10

Talib Financial Services Contact Details

Name Title LinkedIn Phone Email
Shamis Talib Founder, Chief Executive Officer
Requires/Intent
Tax Planning & Strategy
Customer Relationship Management (CRM)
and more

41. Internet Management Services

Industry: Financial Services

Location: Lexington, Kentucky

Company Size: 1-10

Company Address: 3840 Wyndsong Trail, Lexington, Kentucky, United States

Internet Management Services Contact Details

Name Title LinkedIn Phone Email
Sheila Kennebrew General Manager
Requires/Intent
Financial Planning & Retirement Solutions
Loan Origination & Servicing Platforms
Quality Control & Assurance
Financial Forecasting & Modeling
and more

42. Dupree Financial Group

Industry: Financial Services

Location: Lexington, Kentucky

Website: dupreefinancial.com

Company Founded: 2003

Company Size: 1-10

Company Address: 237 East Main Street, Lexington, Kentucky, United States

Dupree Financial Group Contact Details

Name Title LinkedIn Phone Email
Margaret Grider Administrative Assistant
Requires/Intent
Investment Advisory
Securities Trading & Brokerage
Loan Origination & Servicing Platforms
IoT-enabled Smart Banking Solutions
and more

43. Investment Services Inc.

Industry: Financial Services

Location: Lexington, Kentucky

Company Founded: 1999

Company Size: 1-10

Company Address: 1104 Tanbark Road, Lexington, Kentucky, United States

Investment Services Inc. Contact Details

Name Title LinkedIn Phone Email
Mark Brown Registered Representative
Requires/Intent
Treasury & Cash Flow Management
Investment Advisory
Technology Consulting
Omnichannel Customer Support
and more

Lexington Financial Services Companies Contacts

No. Name Company Job Title LinkedIn Phone Email
1 Jerry Clark Saa Cedisus Eb-5 Projects Founder
2 Southworth Brad University Of Kentucky Federal Credit Union Director Of Risk Management
3 Southworth Brad University Of Kentucky Federal Credit Union Director Of Risk Management
4 Greg Baker University Of Kentucky Federal Credit Union Vice President - Sales And Marketing
5 Michelle Bliffen University Of Kentucky Federal Credit Union Vice President, Human Resources
6 Bob Doucette University Of Kentucky Federal Credit Union Vice President Of Information Technology And Marketing
7 Todd Mccoy University Of Kentucky Federal Credit Union Vice President For Finance And Risk Management
8 Harry Song University Of Kentucky Federal Credit Union Financial Services Advisor
9 Monika Hubbard Unified Trust Company, N.a. Institutional Consultant, Retirement Services Consulting Group At Unified Trust Company, N.a
10 Daniel Snodgrass Unified Trust Company, N.a. Business Analyst
11 Talia May Unified Trust Company, N.a. Associate Benefit Consultant
12 Billy Lanter Unified Trust Company, N.a. Fiduciary Investment Advisor
13 Drew Almy Unified Trust Company, N.a. Advisor, Retirement Plan Services
14 Danny Wilkinson Unified Trust Company, N.a. Wealth Advisor
15 Christopher Anderson Unified Trust Company, N.a. Director
16 Jennifer Frye Bank Of The Bluegrass & Trust Co. Avp, Senior Loan Officer
17 Jeff Schriefer Bank Of The Bluegrass & Trust Co. Vice-president, Senior Wealth Advisor
18 Lynn Tsiboukas Bank Of The Bluegrass & Trust Co. Human Resources Director, Vice President
19 Mark Herren Bank Of The Bluegrass & Trust Co. Chairman, Chief Executive Officer
20 Courtney Barker Bank Of The Bluegrass & Trust Co. Relationship Manager
21 Corey Zacher Bank Of The Bluegrass & Trust Co. Assistant Financial Center Manager
22 Clay Branham Bank Of The Bluegrass & Trust Co. Credit Analyst
23 Aimee Bartels Community Ventures Director Of Human Resources
24 Jonah Brown Community Ventures Marketing President
25 Jojuana Greene Community Ventures Vice Chair
26 Ron Burkins Community Ventures Assistant Vice President Western Kentucky Region
27 Jacinta Webb Community Ventures Loan Servicing Specialist
28 Michael Hillock Community Ventures Commercial Lender
29 Karen Morgison Community Ventures Vice President
30 John Morton Keystone Financial Group Financial Advisor
31 Janessa Widzinski Keystone Financial Group Wealth Manager
32 Gene Richardson Keystone Financial Group Independent Financial Advisor
33 Jill Gookin Keystone Financial Group Client Relations Manager
34 Joel Godby Keystone Financial Group Financial Advisor
35 Scott Morrison Keystone Financial Group Financial Advisor
36 Daniel Lemens Keystone Financial Group Registered Representative
37 Justin Hanks Wealth Management Of Kentucky Investment Advisor
38 Kyrk Davis Family Financial Partners Wealth Advisor
39 Ryan Petrunyak Family Financial Partners Operations Associate And Paraplanner
40 Katherine Gruver Family Financial Partners Client Relations And Event Coordinator