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Helping you grow your wealth and legacy.
Wealth Management


Since 1904, Stock Yards Bank has been committed to offering the highest level of personalized service to its customers. With more than a century of extraordinary service and $7.1 billion in assets under management, Stock Yards Bank & Trust’s Wealth Management group offers customers unparalleled professionalism and access to comprehensive wealth management solutions. Our clients value personally tailored financial planning, investment management, retirement planning, and trust and estate services.  Each member of the Wealth Management team is committed to providing superior service combined with the strength and stability of Stock Yards Bank.

The Stock Yards Difference

How We Serve Our Clients

There is more to wealth management than simply preparing to pass on wealth from one generation to the next. At Stock Yards Bank & Trust, we work to protect you, your family, your wealth, and your legacy. As your situation evolves over time, we work to ensure your planning and investments change with you. Utilizing our effective and responsive team-based approach, we offer the following services:

Meet Our Team

Each member of our team will provide you with unparalleled service and expertise, backed by years of experience. Our staff is comprised of experienced professionals who hold advanced degrees in business and law, as well as prestigious credentials including Chartered Financial Analyst ® (CFA), Certified Trust and Financial Advisor (CTFA), and Certified Financial Planner™ (CFP)®.

Meet Our Team

Financial Planning

Our wealth planning services provide you with a master plan that is the result of blending each component of your financial life with integrated, custom strategies. We offer a disciplined planning process based upon the level of detail you would like in your plan.

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Investment Management

Best-in-class investment management organizations possess a shared investment philosophy, a repeatable, proven process, and experienced professionals who are passionate about their work.

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IRA & Retirement Rollovers

At Stock Yards, our Wealth Management & Trust professionals make it easy to roll over Individual Retirement Accounts (IRAs) and employer retirement accounts such as a 401(k) or 403(b).

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Trust Administration & Estate Settlement

Stock Yards will manage your trust(s) in the best interest of the beneficiaries according to the terms of the trust and applicable state laws. We can serve as sole trustee, co-trustee, successor trustee, or investment manager for trustee of several different types of trusts, such as revocable, irrevocable, testamentary, and charitable trusts.

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Services for Businesses & Institutions

Stock Yards Wealth Management & Trust professionals provide businesses and institutions with expertise and essential financial services.

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Wealth Management & Trust Office Locations

Louisville Offices

The Summit
4350 Brownsboro Road
Suite 210
Louisville, KY 40207

First Trust Centre
200 South Fifth Street
Suite 100N
Louisville, KY 40202

Lexington Office

360 E. Vine Street
Lexington, KY 40507

Cincinnati Office

101 W. Fourth Street
Cincinnati, OH 45202

Indianapolis Office

11450 N. Meridian Street
Carmel, IN 46032


Contact Wealth Management

Call (502) 625-1005, Contact an Advisor, or fill out the form below and one of our advisors will contact you. 

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