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Certified Financial Planners in Lexington, KY

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35 results found

Doug Hawkins Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerChief Executive OfficerFinancial ManagerCorporate ExecutiveChief ExecutiveMinisterClergyFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Attorney at Douglas Hawkins Law, PLLC, CEO at Precision Financial Group Inc, Minister at Church of...
Title:
CERTIFIED FINANCIAL PLANNER™ | ATTORNEY • Kentucky Bar # 94675 / Texas Bar #24083153
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Douglas Hawkins Law, PLLC - Lexington KentuckyAttorneysince May 2012Precision Financial Group Inc - 409 Worthington Pl Richmond, KY 40475CEOsince Oct 2002

Richard Coles Lexington, KY

Professions & Specialties

Certified Financial PlannerFinancial PlannerPuchasing and Estimating ManagerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentAdvisorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Certified Financial Planner at D Scott Neal, Inc.
Location:
Lexington, Kentucky
Industry:
Financial Services
Work history:
D Scott Neal, Inc. Certified Financial Plannersince May 2004

Rebecca Trevey Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting ClerkAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Staff Accountant at Lisa P Castle CPA CFP
Title:
CPA at Lisa P Castle CPA CFP
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Lisa P Castle CPA CFP - Lexington, Kentucky AreaStaff Accountantsince Jan 2004

Skip Little Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerAdvisorOutreach CoordinatorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate ManagerFinancial ManagerSocial Workers

Experience & Education

Position:
Certified Financial Planner and Investment Advisor at Harvey R Little Jr Financial Services,...
Title:
Certified Financial Planner & Investment Advisor
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Harvey R Little Jr Financial Services - Berea, KentuckyCertified Financial Planner and Investment Advisorsince Apr 2006Harvey R Little Jr Properties - Madison County, KYProperty Managersince Jun 2011

Leslie Dickinson Lexington, KY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerArtistOwnerChairpersonChief ExecutiveFinancial Manager

Experience & Education

Position:
Artist/Owner at Crazy Belt Lady
Title:
Artist and Creator, Head Lunatic
Location:
Lexington, Kentucky
Industry:
Furniture
Work history:
Crazy Belt Lady - Lexington, Kentucky AreaArtist/Ownersince Jan 2005Prudential Securities Financial Advisor/CFPSep 1991 - Aug 2005

Katie Westerman Lexington, KY

Professions & Specialties

Certified Financial PlannerStock BrokerPuchasing and Estimating ManagerCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentSupporting MemberTeam MemberFinance and Accounting SpecialistAccounting BookkeeperBookkeeperPerformerFinancial ManagerMarketing ManagerField Marketing SpecialistMarketing Administrator

Experience & Education

Position:
Wealth Advisory Associate at Morgan Stanley Wealth Management
Title:
CFP®, Wealth Advisory Associate
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Morgan Stanley Wealth Management Wealth Advisory Associatesince Apr 2013Scottrade, INC Senior Traveling StockbrokerJul 2009 - Apr 2013

Aprill Shepherd Lexington, KY

Professions & Specialties

Financial ConsultantCertified Financial PlannerFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperAdvisorFinancial ManagerInternational AffairsSecurityTour GuideBachelor of ScienceAutomotive SpecialistAutomotive ProfessionalProcess EngineerIndustrial Engineer

Experience & Education

Position:
Retirement Services Relationship Officer at Community Trust and Investment Company
Location:
Lexington, Kentucky
Industry:
Financial Services
Work history:
Community Trust and Investment Company - Lexington, Kentucky AreaRetirement Services Relationship Officersince Mar 2012Financial Services Industry - Lexington, Kentucky AreaFinancial Advisor/Certified Financial PlannerFeb 2002 - Mar 2012
Skills:
Problem Solving, Lean Manufacturing, Strategic Planning, Budgeting, Financial Analysis, Financial...

William Mullins Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP / First Vice President-Investments at Major Wealth Management Firm
Title:
First Vice President-Investments at Major Wealth Management Firm
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Major Wealth Management Firm CFP / First Vice President-Investmentssince Dec 1991

Bobby Reynolds Lexington, KY

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLaw ClerkLaw SpecialistJudicial Law ClerkLawyersOwnerChief ExecutiveFinancial Manager

Experience & Education

Position:
Owner at Bobby E. Reynolds, Attorney-at-Law, LAW CLERK at UNITED STATES COURT OF APPEALS FOR THE...
Title:
LAW CLERK at UNITED STATES COURT OF APPEALS FOR THE SIXTH CIRCUIT
Location:
Lexington, Kentucky Area
Industry:
Law Practice
Work history:
Bobby E. Reynolds, Attorney-at-Law Ownersince Apr 1997UNITED STATES COURT OF APPEALS FOR THE SIXTH CIRCUIT - LONDON, KYLAW CLERKsince Jan 1990
Skills:
Civil Litigation, Personal Injury, Commercial Litigation, Family Law, Wills, Mediation, Real...

Ben Kaufmann Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerOwnerChief ExecutiveFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Position:
Owner at Ben C. Kaufmann, CLU, CFP, ChFC, CIC
Title:
Owner, Ben C. Kaufmann, CLU, CFP, ChFC, CIC
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Ben C. Kaufmann, CLU, CFP, ChFC, CIC Owner

Jennifer Barton Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CPA at Lisa Castle, CPA, CFP
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Lisa Castle, CPA, CFP CPAN/A N/a1996 - 2001

Lisa Will Lexington, KY

Professions & Specialties

Financial PlannerCertified Financial PlannerFinancial Management AnalystFinancial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerFinancial Manager

Experience & Education

Position:
Financial Planner at Central Bank, CFP at Central Bank
Title:
Financial Planner at Central Bank
Location:
Lexington, Kentucky Area
Industry:
Banking
Work history:
Central Bank Financial PlannerCentral Bank CFPsince 2005

Layne Wilkerson Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Title:
Certified Financial Planner at LPL Financial
Location:
Lexington, Kentucky Area
Industry:
Financial Services

Ann Thurn Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerCertified Public AccountantAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Accountant at Steven F Thurn, CPA/CFP PSC
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Steven F Thurn, CPA/CFP PSC Accountant

Larry Botzman Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Self
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Self CFP

James Smith Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
CFP at Pierce Financial Planning Inc
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Pierce Financial Planning Inc CFP

George Snyder Lexington, KY

Professions & Specialties

PartnerManagerChief ExecutiveOperations ManagerManufacturing EngineerProcess EngineerIndustrial Engineer

Experience & Education

Position:
Partner at Techmark International, Inc.
Title:
Partner, Techmark International, Inc.
Location:
Lexington, Kentucky Area
Industry:
Electrical/Electronic Manufacturing
Work history:
Techmark International, Inc. Partnersince May 2001Texas Instruments Manager-Global Market DevelopmentJan 1981 - Apr 2001
CFP

Valery Mcmann Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerFinancial Services ProfessionalFinancial Services Sales AgentVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerSenior Customer Service RepresentativeClient Service OfficerCustomer Service

Experience & Education

Position:
Investment Executive at Raymond James Financial Services, VP at Farmers National Bank
Title:
VP at Farmers National Bank
Location:
Lexington, Kentucky Area
Industry:
Banking
Work history:
Raymond James Financial Services Investment Executivesince Dec 2008Farmers National Bank VPsince Feb 2005
Skills:
Financial Planning, Mutual Funds, 401k Rollovers, Insurance, Retirement Planning, Portfolio Management
I am a Certified Financial Planner (R) who has two specia..

Theresa Crone Lexington, KY

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Analyst at Lexmark International
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Accountant at Johnson Controls Certified Financial Planner at Unified Trust Compa..

Tessa Crone Lexington, KY

Professions & Specialties

Financial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeper

Experience & Education

Title:
Financial Analyst at Lexmark
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Certified Financial Planner at Unified Trust Compa..

Jamie Norvell Lexington, KY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Manager

Experience & Education

Position:
Financial Advisor at Northwestern Mutual, Financial Advisor at Northwestern Mutual Financial Network
Title:
Financial Advisor at Northwestern Mutual
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Northwestern Mutual Financial Advisorsince Jan 1990Northwestern Mutual Financial Network Financial Advisorsince 1990
Certified Financial Planner Board of Standards

Lisa Hammond Lexington, KY

Professions & Specialties

ManagerOperations ManagerHealth Information ManagerHospital Care ProfessionalHealth Services AdministratorMedical Services ManagerHealth Services ManagerHealth ProfessionalHealth PractitionerCertified Nurse PractitionerManagers

Experience & Education

Position:
Case Manager at Geriatric Managment
Title:
Unit Manager
Location:
Lexington, Kentucky
Industry:
Hospital & Health Care
Work history:
Geriatric Managment - Orlando, FloridaCase Managersince Jan 2013Consulate Rehab - orlando, florida areaClinical LiaisonMay 2013 - Jun 2013
Rounding Nurse at CFP Physicians Group

Matt Fresca Lexington, KY

Professions & Specialties

Financial ConsultantFinancial Services ProfessionalFinancial Services Sales AgentDeputy DirectorDeputy ManagerChief ExecutiveMarketing ManagerBranch ManagerField Marketing SpecialistMarketing AdministratorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperSports TrainerSports Trainers

Experience & Education

Position:
Associate Director, Financial Advisor, Branch Manager at UBS Financial Services Inc.
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
UBS Financial Services Inc. Associate Director, Financial Advisor, Branch Managersince Dec 2008Merrill Lynch Financial Advisor, POA CoachMay 2002 - Nov 2008
CFP

Theresa Crone Lexington, KY

Professions & Specialties

Group Fitness InstructorHealth and Fitness TeacherSports TrainerSports TrainersFinancial AnalystFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial Compliance ExaminerAuditorFinancial ManagerSoftware Developers

Experience & Education

Position:
Group Fitness Instructor at Urban Active, Senior Financial Analyst at Lexmark International
Title:
Group Fitness Instructor at Urban Active
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Urban Active - Lexington, KYGroup Fitness Instructorsince Aug 2008Lexmark International Senior Financial Analystsince 2005
Skills:
Financial Analysis, Strategic Financial Planning, Accounting, Auditing, Investments, Accounts...
Certified Financial Planner at Unified Trust Compa..

Charters Osborne Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerVice PresidentChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperFinancial ManagerMathematician

Experience & Education

Position:
Vp at Merrill Lynch
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Merrill Lynch Vpsince Jun 1974United States Marine Corps Infantry1965 - 1969
Certifications:
Certified Financial Planner, CFP Board of Standards Inc

Brian Wilson Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerOwnerChief ExecutiveCustomer ServiceClient Service OfficerAgentSales RepresentativeFinancial ManagerFinance and Accounting SpecialistAccounting BookkeeperBookkeeperBachelor of Arts

Experience & Education

Position:
Owner at Central Kentucky Insurance & Planning
Title:
Owner, Central Kentucky Insurance & Planning
Location:
Lexington, Kentucky Area
Industry:
Insurance
Work history:
Central Kentucky Insurance & Planning Ownersince Jan 2008Neace Lukens Insurance Company - Lexington/Richmond KYSenior Personal Lines Agent2006 - 2008
Certified Financial Planner Board of Standards

Nathan Kunz Lexington, KY

Professions & Specialties

Deputy DirectorChief Executive OfficerChief Administrative OfficerDeputy ManagerChief ExecutiveCorporate ExecutiveVolunteerPhilanthropeNon-ProfitHuman Resources SpecialistRecruitmentAutomobile MechanicAutomotive SpecialistAutomotive Professional

Experience & Education

Location:
Lexington, Kentucky Area
Industry:
Higher Education
Work history:
Digger Foundation Deputy DirectorJan 2004 - Jul 2010CFP Bienne (School of vocational training) Professor in Automotive TechnologyJan 2007 - Jul 2007

Lucy Knoop Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerWellness and FitnessChiropractorChiropractic DoctorSecretaryPsychology SpecialistPsychologistAgentSales RepresentativeEntertainment ProfessionalEntertainerManagerChief Networking OfficerFinancial ManagerOperations ManagerCustomer Relations

Experience & Education

Position:
Brand Ambassador at Geringhoff Chopping Corn Heads
Location:
Lexington, Kentucky Area
Industry:
Health, Wellness and Fitness
Work history:
Geringhoff Chopping Corn Heads Brand Ambassadorsince Feb 2009Eastland Chiropractic Assistant ChiropractorJun 2009 - Jul 2010
Skills:
Life Insurance Licensed
..on Certificate for Financial Planning,CFP,while working full time at a chiropractic offi..

Robert Williams Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerFiduciaryTrust Law AttorneyLawyersAdvisorCounselorFinance and Accounting SpecialistAccounting BookkeeperBookkeeperEducational ManagerFinancial Manager

Experience & Education

Position:
Fiduciary Investment Advisor at Unified Trust Company, N.A.
Title:
Fiduciary Investment Advisor at Unified Trust Company, NA
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Unified Trust Company, N.A. Fiduciary Investment Advisorsince Jun 2003Unified Trust Company, N.A. Internal ConsultantJan 2002 - Jun 2003
Skills:
Strategic Financial Planning, Investment Management, Estate Planning, Retirement Planning,...
Certifications:
Certified Financial Planner, Certified Financial Planner Board of Standards, Inc.

Jessica Levinson Lexington, KY

Professions & Specialties

Puchasing and Estimating ManagerTraderCapital Markets ProfessionalFinancial Services ProfessionalFinancial Services Sales AgentAccounting ClerkAccounting BookkeeperBookkeeperApprenticeMaster of Public AdministrationConsumer Goods ProfessionalCommodities ClerkFinancial ManagerStudent Worker

Experience & Education

Position:
Staff Accountant, Flagship Stores at Tempur-Pedic
Location:
Lexington, Kentucky Area
Industry:
Accounting
Work history:
Tempur-Pedic Staff Accountant, Flagship Storessince Aug 2012Tempur-Pedic - Lexington, KYAccountant, Global Financial ReportingMar 2012 - Aug 2012
Accountant at Lisa P Castle CPA CFP

Kimberly Rich Lexington, KY

Professions & Specialties

Financial Services ProfessionalFinancial Services Sales AgentPuchasing and Estimating ManagerOffice AssistantOffice ClerkClerical SpecialistSales Account AssociateSales ExecutiveSales ManagerBusiness AdministratorSales RepresentativeVice PresidentFinancial ManagerChief ExecutiveOperations ManagerProperty ManagerReal Estate Manager

Experience & Education

Work

Company:
National property tax consultants, inc
Office manager, client relations specialist
Company:
Tjx companies, inc - Jacksonville Beach, FL
Part time sales associate

Alan Smith Lexington, KY

Professions & Specialties

Chief Executive OfficerCorporate ExecutiveChief ExecutiveFinance and Accounting SpecialistAccounting BookkeeperBookkeeperProperty ManagerReal Estate Manager

Experience & Education

Position:
Managing Director at Fidelity Investments
Location:
Lexington, Kentucky Area
Industry:
Financial Services
Work history:
Fidelity Investments Managing Directorsince Mar 2006
Certifications:
Certified Financial Planner, CFP Board

Lee Helmers Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerTreasurerBoard MemberChairpersonFinancial OfficerFinancial ManagerManagement Team ExecutiveOperations ManagerChief ExecutiveMaster of Public Administration

Experience & Education

Location:
Lexington, Kentucky Area
Industry:
Investment Management

C. Hastie Lexington, KY

Professions & Specialties

Estate PlannerCertified Financial PlannerPuchasing and Estimating ManagerLawyerFinancial Manager

Experience & Education

Office:
Morgan & Pottinger, P.S.C.
133 West Short Street, Lexington, KY 40507
Phone:
(859) 253-1900 (Phone)
Specialties:
Wills, Trust Estate and Business Planning
ISLN:
906634644
Admitted:
1974, Kentucky and U.S. District Court, Eastern District of Kentucky, U.S. Court of Appeals, Sixth Circuit
Military:
Lt. Cmdr., U.S. Coast Guard Reserve, 1968-1985
Biography:
Omicron Delta Kappa. Member: Moot Court Board; Moot Court Team. Accredited Estate Planner, National ...

Sidney Kinkead Lexington, KY

Professions & Specialties

Certified Financial PlannerPuchasing and Estimating ManagerLicensed Real Estate BrokerProperty ManagerReal Estate ManagerChief ExecutiveFinancial Manager

Experience & Education

Office:
Stites & Harbison, PLLC
250 West Main Street, Suite 2300, Lexington, KY 40507
Phone:
(859) 226-2328 (Phone)
Specialties:
Commercial Disputes - Contracts & Business Torts, Real Estate General Practice
ISLN:
905868910
Admitted:
1965, Kentucky, U.S. District Court
Biography:
Sid Kinkead's law career spans nearly 40 years. His practice centers on individuals, banks, trust...


Certified Financial Planners near Lexington, KY01RichmondFrankfort



Certified Financial Planners around Lexington, KY

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Certified Financial Planners in Kentucky

Sub-specializations