Our Wealth Advisors Make Advice Accessible
Today’s economic landscape is complex. Shaped by evolving trends in business, technology, global affairs, and governmental policy, it’s never been more challenging to navigate the different factors affecting your financial future. That’s where your Hilliard Lyons Wealth Advisor steps in.
At Hilliard Lyons, our first priority is getting to know you, so we can understand your goals and make them our own. 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.

Find A Wealth Advisor Near You

When you turn to Hilliard Lyons, you gain access to Wealth Advisors with local roots in the communities where you live and work, as well as the strength of an entire family of connected financial professionals. Headquartered in the heart of Louisville, Kentucky, we offer branch offices across the Midwest and Southeast, so we’re always close-by when you need us.

Find A Hilliard Lyons Location and Wealth Advisor Near You

Advisor Insights

“As an advisor, it’s my job to help keep my clients focused on their long term goals, especially when the markets change. Even when it’s tempting, I work with my team to keep our clients focused on the goals we established together and not to make emotional decisions about their future."
Jeff Main
Wealth Advisor (Bloomington and Martinsville, IN)
“Hilliard Lyons is primarily employee-owned, which intrigued me.
I previously worked at a firm that was bank-owned and felt consistent pressure to put my clients into cookie cutter platforms. But Hilliard Lyons allows me to treat each individual as an individual.”


Kathy Lester
Wealth Advisor (Charleston, WV)
“My roots are planted deep in my community and my clients know that without asking. I care about the people and community I serve, and I always want my clients to be reminded that placing their trust in me means I will always put them first.”
Sam Dickinson
Wealth Advisor (Glasgow, KY)
“I am passionate about helping my clients address the uncertainty in their financial lives, so they can use money as a tool to repair, maintain, and improve aspects of their lives. At the end of the process, we end up with solutions with which clients are both confident and comfortable.”
Susan Marshall
Wealth Advisor (Washington, PA)

Invested In Our Communities

Our Wealth Advisors are deeply committed to supporting the communities in which they serve. Outside of working with clients to secure their futures and help realize their goals, our advisors devote their time and talent serving a wide range of service organizations and initiatives.

See Community Involvement

Redefine What’s Possible

We recognize that the world and our industry are evolving at an amazing pace. To stay ahead, our wealth advisors are committed to pursuing continuing education, industry designations, certifications, and programs to fine-tune their knowledge and develop cutting-edge wealth management strategies to support our clients in an ever-adapting world.

Learn More About Advisor Designations

Become a Hilliard Lyons Wealth Advisor

Our wealth advisors are passionate about building long-lasting relationships with individuals, families, and business owners in their communities and work diligently to help clients achieve their goals. As a wealth advisor you’ll enjoy the flexibility to customize your practice to fit the needs of you and your clients instead of a one-size-fits-all approach.

Learn More

Wealth Advisors