KATY NEYHOUSE, CTFA
963
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PROFESSIONAL EXPERIENCE

Years in the financial services industry
16
Years in wealth management
14

Locally Committed:

Bluegrass Community & Technical College Foundation Board, Board Member; BCTC Governance Committee Chair; BCTC Danville Regional Opportunity Council, Advisory Committee Member; Central KY Wildlife Refuge, Treasurer; Farmers National Bank United Way Committee Member.

EDUCATION

Campbellsville University (B.S. in Business Administration)
2004
Cannon Trust School (Certified Trust & Financial Advisor designation)
2011
National Social Security Association (National Social Security Advisor certification)
2018

KATY NEYHOUSE, CTFA

Contact Info

Vice President, Trust Officer
859-238-0671
katy.neyhouse@wealthsouth.com

Primary Responsibilities:

  • Provides assessment and consultation of trust clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives through WealthSouth’spersonalized financial and estate planning process.
  • Manages a portfolio of trust, agency, IRA & estate accounts and develops business relationships with clients.
  • Evaluates and makes distributions (mandatory & discretionary) in line with trust’s purpose and goals.
  • Collaborates frequently with WealthSouth’s Chief Investment Officer regarding investment portfolio.
  • Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.

 

Core Philosophy

I am passionate about my commitment and service to our clients, and strive for them to receive an exceptional customer experience.

FOR CONTACT INFORMATION

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