Personal Investing & Wealth Management
How are you going to get from “here to there” in terms of your financial and investment goals? Let
Stock Yards Bank & Trust help you. Our team of professionals has the experience, education, talent and the expertise you need. We offer personalized service and solutions to manage and preserve your wealth.
A wide array of financial products and solutions is available for all types of investors, novice to expert, including:
Brokerage - Our Raymond James Advisors* on the Stock Yards Financial Services team offers a range of investment products and services to help you meet both your short- and long-term financial goals. If you prefer managing your own portfolio and making your own investment decisions, our Brokerage professionals will provide guidance, research, support and recommendations to assist you.
Wealth Management - Our decades of experience in helping clients create, grow, enjoy and protect wealth enables us to anticipate needs and proactively offer valuable advice to our clients. Our team of professionals will stay in frequent contact with you as they develop diversified, personalized solutions to meet your needs.
Retirement Planning - If you are just beginning to save for retirement, need help rolling over an existing IRA or 401k or getting close to retirement and need to accelerate your retirement savings, we have alternatives to help you. We specialize in making retirement plan rollovers an easy process.
Private Banking – Private Banking at Stock Yards Bank & Trust was created to serve the busy professional. Our professionals partner with you and develop solutions to meet your deposit, loan and investing needs; all in a very personalized fashion.
* Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, an independent broker/dealer, and are not insured by bank insurance, the FDIC or any other government agency, are not deposits or obligations of the bank, are not guaranteed by the bank, and are subject to risks, including the possible loss of principal. Stock Yards Financial Services and Stock Yards Bank & Trust are not affiliated with Raymond James Financial Services.