The Hilliard Lyons Wealth Advisor Experience
As a Hilliard Lyons Wealth Advisor, you’ll be a part of an organization that has thrived since 1854. Our culture and our success is driven by our Wealth Advisors and the strong relationships they build within their communities – with neighbors, friends and family, associates and colleagues. Hilliard Lyons provides the deep resources of a full-service wealth management firm, offering cutting-edge advisor technologies, dedicated support in financial planning, Trust, Investment Banking and product solutions, all through a network dedicated to making advisors succeed. As an employee owned firm, our primary focus is on you and on your clients.

Design, Build, and Grow Your Practice

As your practice has grown, your needs and the needs of your clients has evolved. Hilliard Lyons offers a streamlined process, built around advisors who serve the complex needs of a range of clients. With a state of the art desktop, access to dedicated wealth planners, product experts, estate planning and more, Hilliard Lyons adapts to your practice, not the other way around. Regardless of what your practice needs; practice management, teaming, succession planning, and brand and marketing support – Hilliard Lyons is committed to your success.

Our advisors are committed to their clients’ success. They choose to be a part of the Hilliard Lyons family because they know that the firm provides the resources, technology and expertise they need to help their clients realize long term financial stability.

Contact Us Today

New to the Industry?

Become an Associate Wealth Advisor.

As you begin to build your business, you need the dedicated support of a proven wealth management firm. Hilliard Lyons proves their commitment to your success through ongoing learning and development, dedicated practice management support and access to seasoned experts across the wealth management spectrum, investment banking, insurance and financial planning. You’ll enjoy state of the art technology, boutique level support, advisor brand and marketing support and more than 150 years of proven success.

Learn More About the Associate Wealth Advisor Program

 

Hear From Our Wealth Advisors

"Here at Hilliard Lyons, the management really seems to 'get' us. Our practice is unique in several ways that are important to us, and here at Hilliard Lyons they’ve given us the flexibility to build the practice we always wanted to have. Everyone on our team comes to work energized and excited, and our practice is growing very nicely. If I had to choose today, knowing what I know now (five years in), I would definitely choose Hilliard again."
Peter Shanahan
Wealth Advisor (Hendersonville, NC)
"When moving to Hilliard Lyons, we had tremendous support from the home office – and still do! A transition team came and helped us with paperwork and stayed with us for several weeks until we had our arms around the move. And they keep in touch with us to help solve any issues that may arise in our day-to-day work. It feels like we’re a part of a family."


Kathy Lester
Wealth Advisor (Charleston, WV)
"I truly believe that the depth of services Hilliard Lyons offers has helped grow my business and increases the value to my clients. I enjoy having the confidence that Hilliard Lyons can offer the solutions to any of my client’s goals through all of the departments. The willingness of different financial experts to come and meet with me – and my clients – has been very reassuring."
Sean Miranda
Wealth Advisor (Louisville, KY)
"We chose Hilliard Lyons for the culture. Our business is built on relationships, so having a close community of support is invaluable to how we serve our clients and how our business functions day to day. The access and responsiveness our home office support team provide is truly something that makes this firm unique."


Drew Richey
Wealth Advisor (Bowling Green, KY)
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