Growing Wealth – Growing Legacies
Secure Your Financial Future with Confidence
At Stock Yards Bank & Trust, we believe your financial journey deserves more than a one-size-fits-all approach. Our Wealth Management team delivers personalized strategies backed by the strength of a trusted community bank and the insight of seasoned financial professionals.
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Why Choose Stock Yards Bank & Trust?
Tailored Financial Planning
We take the time to understand your unique goals—whether you're planning for retirement, growing your investments, or preserving your legacy. Our advisors craft comprehensive, flexible plans that evolve with you.
Full-Service Wealth Solutions
From investment management and IRA rollovers to trust administration and estate settlement, we offer a full suite of services to help you grow, protect, and transfer your wealth.
Expert Guidance, Local Roots
Our team includes professionals who hold advanced degrees in business (MBA, LLM) and law (J.D.), as well as prestigious credentials including Certified Financial Planners™ (CFP®), Chartered Financial Analysts (CFA®), and Certified Trust and Financial Advisors (CTFA®). This combination of deep local knowledge, specialized training, and real decision-making authority enables us to deliver tailored, insightful guidance to our clients with confidence and clarity.
A Relationship That Lasts
We’re more than advisors—we’re dedicated partners in your financial journey, supported by a team of over 85 specialized professionals in Wealth, Retirement, and Investment services, along with a committed support staff. Within this team, 13 members have been with the bank for over 20 years, 18 for more than 15 years, 31 for over 10 years, and 46 for more than 5 years—demonstrating a deep legacy of experience and commitment. Our goal is to provide clarity, confidence, and peace of mind at every stage of your financial life.
Let’s Build Your Best Tomorrow—Starting Today
Unexpected life events can be challenging. Protect your family's future with proactive estate planning and clear documentation of your wishes. Our Tying Up Loose Ends guide simplifies the process of getting your affairs in order.
Your legacy is our priority.
Download Tying Up Loose Ends
Importance of Planning
Estate planning, documenting wishes, and protecting loved ones are crucial for unforeseen disruptions like illness or disability.
Components of Planning
A comprehensive estate plan includes a will, trust, power of attorney, living will, and health care designation, addressing disability, asset protection, and health care planning.
Regular Review
Due to changing tax laws and family circumstances, it's essential to review estate planning documents every three to five years, with guidance from estate planning specialists.
Connect with Our Wealth Management Team
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