Wealth Management

Growing Wealth - Building Legacies.

Stock Yards Bank & Trust provides the best of both worlds - the strength and resources of a large institution combined with the personalized attention and responsiveness of a trusted advisor. Our goal is to alleviate the pressures of wealth management for you, allowing you to enjoy more quality time with your loved ones. With nearly $9 billion in assets under management, Stock Yards Bank’s Wealth Management group offers unparalleled professionalism and tailored financial services, including financial planning, investment management, retirement planning, and trust and estate services. Our team is dedicated to delivering superior service while leveraging the stability and resources of the bank.

How We Serve Our Clients

We help our clients grow, preserve, and safeguard their wealth and family legacy. Our team of expert wealth managers, investment planners, and private bankers understands the importance of financial well-being. We offer our clients direct access to a team of specialists equipped with local decision-making authority and strategic insights. Our advisors are committed to identifying and addressing the key issues that impact our clients, their families, and their businesses. With a strong local presence and global reach, we are dedicated to supporting our clients every step of the way and take pride in helping them achieve their goals.

Meet Our Team

Every member of our team is dedicated to delivering exceptional service and expertise, supported by extensive experience. Our staff consists of seasoned professionals with advanced degrees in business and law, along with prestigious certifications such as Chartered Financial Analyst (CFA^®), Certified Trust and Financial Advisor (CTFA^®), and Certified Financial Planner™ (CFP^®).

Meet Our Team

Financial Planning

We don't offer cookie-cutter solutions. We believe in crafting comprehensive wealth plans that seamlessly integrate every aspect of your financial life. We offer customized strategies, flexible planning depth, and a disciplined process. Our advisors work closely with you to understand your unique goals and risk tolerance.

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IRA & Retirement Rollovers

At Stock Yards Bank, our Wealth Management & Trust specialists make the IRA rollover process effortless. We can help roll over funds from Traditional IRAs, Roth IRAs, and employer-sponsored retirement plans such as 401(k)s and 403(b)s. Let us help you navigate your IRA rollover options.

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Trust Administration & Estate Settlement

Stock Yards Bank provides comprehensive trust administration and estate settlement services. We ensure that our clients’ trusts are managed according to the grantor’s wishes and applicable state laws, prioritizing the beneficiaries’ best interests. Our team can act as sole trustee, co-trustee, successor trustee and/or investment manager for several types of trusts.

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Business & Institutional Services

Stock Yards Bank Wealth Management empowers businesses and institutions with fiduciary protection, building customized financial solutions for long-term success. We offer investment management, retirement plans 401(k), pensions, and business succession planning.

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Investment Management

Our dedicated investment advisors prioritize your success. We believe in delivering attractive returns while carefully managing risk to ensure your investments align with your long-term goals. Our experienced investment team takes a risk-adjusted approach and implements goal-oriented strategies.

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Family Office

Our bespoke services cater to affluent families seeking a personalized approach to securing their financial legacy. Family Office clients gain exclusive access to a dedicated team of financial experts who understand their unique needs and goals including wealth preservation, succession planning and philanthropy.

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Trusted Partner

Stock Yards Bank Wealth Management goes beyond financial services. We're dedicated to building legacies and empowering the communities we serve. Our mission is to transform your dreams into reality that extends for generations to come.

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