WILLIAM HOWELL
970
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Wealth Management Lexington Kentucky

PROFESSIONAL EXPERIENCE

Years of experience in banking
21
Years of experience in logistics
21

Locally Committed:

Kentucky Mansions Preservation Foundation Inc. (operates the Mary Todd Lincoln period house museum), Board Chair; Central Christian Church, Stewardship & Finance Committee.

EDUCATION

Centre College (B.A. in History)
1990

WILLIAM HOWELL

Contact Info

Senior Vice President, Market Director
859-523-2602

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

It is my desire to provide innovative and customized advice to my clients which will assist them in navigating their financial path. I believe in taking care of the small details in a proactive manner to ensure the big picture always stays in focus.

FOR CONTACT INFORMATION