TIM YESSIN
978
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Wealth Management Lexington Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in banking and wealth management
$30

Locally Committed:

Bluegrass Institute, Past Board Chair; Lexington Youth Lacrosse Association, Founder; Bluegrass Lacrosse Officials’ Association, Founder and Director; NCAA lacrosse official.

EDUCATION

University of Kentucky (B.S. Economics with Honors)
$1990
Wirschaftsuniversitat Wien, Vienna, Austria (Comparative Economic Systems)
$1990

TIM YESSIN

Contact Info

Vice President, Wealth Management Advisor
859-523-2600
tim.yessin@wealthsouth.com

Primary Responsibilities:

  • Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies through WealthSouth’s personalized financial planning process.
  • Execution and ongoing management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
  • Client liaison in working with attorneys, CPAs and other necessary parties.

Core Philosophy

Understanding our clients’ unique circumstances is critical at WealthSouth. Through a deep understanding of our clients’ family dynamics, personal history, and personal values, we can align objective measures such as financial objectives and risk tolerance to help them achieve their financial goals.

FOR CONTACT INFORMATION

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