Locally Committed:
Grace Christian Church, Board Member & Finance Committee; Bluegrass Chapter of the American Red Cross, Board Member (former).
PROFESSIONAL EXPERIENCE
Years of experience in the financial service industry
$27
Years in private banking working exclusively with affluent clientele
$17
Years in formerly licensed in marketable securities
$10
EDUCATION
University of Kentucky (B.A.)
$1991
NASD Securities License (former)
$
Life & Health Insurance License (former)
$
Life Underwriter Training Council Fellow (LUTCF)
$
RODNEY S. WESLEY
Contact Info
Vice President, Private Banker
859-523-2604
rodney.wesley@wealthsouth.com
NMLS #519159
Primary Responsibilities:
- Offers WealthSouth clients with personalized service and acts as a liaison to the team’s other financial specialists to provide tailored solutions.
- Helps connect clients, and manage customized credit solutions, wealth planning, deposit and cash management services, and investment management and trust services.
- Client liaison in working with attorneys, CPAs and other necessary parties.
Core Philosophy
Effectiveness of an advisor is limited by the depth of the team that surrounds them. Therefore, when meeting with a client, I attempt to surround myself with a team of professionals who bring their own individual expertise to each unique situation.
