Hilliard Lyons is pleased to announce that Kim Schultz has joined the Hilliard Lyons’ Evansville branch as a Wealth Advisor.
Schultz was previously a Portfolio Manager for a local investment firm, where she worked for eight years. Before that, she had two decades of experience in corporate finance and accounting. Schultz is passionately committed to the Greater Evansville community, and serves on various boards and committees, including the Vanderburgh Community Foundation Advisory Board and Grants Committee, and the Community Foundation Alliance Investment Committee.
“We are pleased to welcome Kim to our Evansville Office,” said Phillip Roberts, Senior Vice President and Regional Director. “Kim’s experience as a Chartered Financial Planning Counselor℠, CPA, and wealth advisor will be the perfect fit for many of our clients’ financial needs. As clients approach life-changing financial transitions such as retirement, selling a business, or changing careers, we know that Kim’s counsel will help them towards financial peace of mind.”
The Purdue University graduate lives in Newburgh with her husband, Greg, and their five children.
Hilliard Lyons’ Evansville branch is located at 110 Main Street, and employs 18 advisors. For details, call 812-426-1481.
ABOUT HILLIARD LYONS: The Wealth Advisors of Hilliard Lyons (hilliard.com) get to know clients deeply, understand their goals and ambitions, build personal financial roadmaps that will allow them to reach their goals, and provide guidance at every turn on clients’ paths to financial freedom. Founded in 1854, the firm currently has more than 70 branches in 11 states.
In November of 2018, Hilliard Lyons announced that it had agreed to merge with Baird, a global financial services firm with Midwestern roots. Founded in 1919 on shared values of honesty and integrity, Baird is an employee-owned, international wealth management, asset management, investment banking/capital markets and private equity firm with more than $208 billion in client assets as of Dec. 31, 2018. The two firms expect their consolidation to be completed later in 2019.
J.J.B. Hilliard, W.L. Lyons, LLC is a member of the New York Stock Exchange, FINRA, and SIPC.