Locally Committed:
University of Kentucky Alumni Association, Life Member; Delta Delta Delta Fraternity, University of Kentucky Alumni Chapter; Immanuel Baptist Church, Worship Leader; Walk to End Alzheimer’s, Team Captain.
PROFESSIONAL EXPERIENCE
Years of Wealth Management Experience
7
KATHLEEN CINNAMON
Contact Info
Assistant Vice President, Private Banker
859-963-4214
NMLS# 2306054
Core Philosophy:
I am dedicated to building authentic relationships rooted in integrity and trust. My commitment to dedicated service reflects my expertise, allowing me to provide thoughtful and effective support to those I serve. By emphasizing a personal touch in every interaction, I aim to create meaningful connections with our clients and foster a collaborative and positive working relationship.
Primary Responsibilities:
- Building and nurturing long-term relationships with our clients. This involves understanding their financial needs, goals, and preferences to provide tailored advice and banking solutions.
- Developing and implementing customized strategies based on clients’ financial objectives. This includes monitoring their balance sheet and financials, and making adjustments as needed to align with changing market conditions and client goals.
- Guide clients in making informed decisions to enhance their overall financial well-being.
EDUCATION
University of Kentucky, Bachelor of Liberal Studies
