Our Wealth Advisors Make Advice Accessible
Through life’s up and downs, our experienced Hilliard Lyons Wealth Advisors remain steadfast in our commitment to serving you, your family, and your future. Channeling our knowledge of today’s financial world with the collective expertise of the Hilliard Lyons family, our advisors build comprehensive wealth management strategies unique to you and your vision for the future. Whether you’re trying to find the right time to retire, fund your child’s education, or create a lasting charitable legacy, your advisor can help you make sound financial decisions while keeping your long-term goals in mind.
At Hilliard Lyons, we believe in going beyond expectations when it comes to investing in our local communities. Across the midwest and southeast, our employees and Wealth Advisors devote time, talent and treasure serving a diverse group of service organizations, cultural endeavors, health initiatives and educational institutions.
Jim is involved civically in Louisville, where he is the current Board Chairman of the Jefferson County Public Education Foundation, former Chairman of the Fund for the Arts and past Chairman of the Louisville Downtown Development Corporation. He chaired the 2016 Metro United Way Campaign for Greater Louisville. He also serves on the Advisory Board for the University of Louisville School of Business, the Board of Trustees of Bellarmine University, and the Dean’s Advisory Council for the Fisher College of Business at the Ohio State University.
Jim holds a bachelor’s degree in economics from DePauw University and an MBA in finance from the Ohio State University. He is also a Chartered Financial Analyst.
Tom’s community involvement has included serving on numerous boards, including those of Worldwide Hearts & Hands, Lexington Philharmonic, and Child Development Center of the Bluegrass, where he served as board chair. Tom was also the Campaign Chairman of LexArts and Dynamic Doors.
Alan has served as president of the Evansville Police Department Foundation Board of Directors and of the University of Southern Indiana Business School Board of Visitors. He has also served on other boards, including the Southwest Indiana Mental Health Association Foundation, the Evansville Chamber of Commerce, and the Evansville Museum of Arts and Science, among others.
- Business Leader of the Year (Large Company) 2008: CEO James R.