Louisville-based wealth management firm Hilliard Lyons is expanding its presence in North Carolina with a ribbon cutting on its greatly expanded Asheville branch on Wednesday, October 17. The branch is one of more than 75 in Hilliard Lyons’ 12-state footprint.
The Asheville branch comprises seven Wealth Advisors, most of whom were formerly affiliated with Oppen¬heimer & Co until they moved to Hilliard Lyons earlier this year. This new group, known as Looking Glass Wealth Advisors, brings with them a quarter billion dollars in client assets. A staff of four Client Service Associates support the Asheville Wealth Advisors.
The new branch office is located at 79 Woodfin Place Suite 100 in Asheville.
“We are excited to be expanding our Hilliard Lyons branch in Asheville,” said Hilliard Lyons’ President, Tom Kessinger. “These advisors will provide practical, actionable advice to clients, offering exceptional expertise in wealth management. We can’t wait to see what this team can accomplish in this attractive market.”
In honor of the grand opening, several top Hilliard Lyons executives joined Kessinger, including CEO and Chairman Jim Allen, Executive Director of Private Wealth Alan Newman, Director of Wealth Services Jaleigh White, and Director of Private Wealth Chris Russell on Wednesday to celebrate with the Asheville Wealth Advisors, meet with clients, and answer any questions clients might have about the transition to Hilliard Lyons.
“This group of advisors has built a strong reputation for excellence in Asheville, as evidenced by their clients’ loyalty,” said Jim Allen, CEO, about Looking Glass Wealth Advisors. “We are proud to foster that excellence, and help the team expand its reach in the years to come.”
For more information about the Hilliard Lyons Asheville branch or to consult with a Wealth Advisor please visit: https://advisors.hilliard.com/city/nc/asheville.