We never know the exact timing of the ups & downs of the market, but Chief Investment Officer James Fereday explains WealthSouth's approach to portfolio construction during corrective periods. #understand #engage #validate
关于我们
The WealthSouth team is committed to what we believe is most important – our clients, our local community and your success and well-being. We strive to deliver financial service at its essence: having strong relationships and understanding our customers, being accessible and responsive, and utilizing our experience and knowledge to deliver customized, effective solutions.
Our tradition is rich. WealthSouth traces its roots back to February 10, 1879. That is when Farmers National Bank of Danville, Ky., the 11th oldest established bank in the Commonwealth, began serving its customers. The bank began its Trust Division in 1909. WealthSouth, a division of Farmers National Bank, provides families and businesses with financial planning, trust, investment, commercial banking and retirement plan services to meet the needs of our clients.
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Our strong roots and a need for personalized, local service in the financial services industry has allowed WealthSouth to expand to the Lexington and Bowling Green markets in recent years.
Personal Service
Experienced
Team Approach
Accessible
Locally-Committed
- 网站
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https://www.wealthsouth.com
WealthSouth的外部链接
- 所属行业
- 金融服务
- 规模
- 11-50 人
- 总部
- Danville，Kentucky
- 类型
- 上市公司
- 创立
- 1909
- 领域
- Investments、Trust Services、Institutional Services、Commercial Banking、Private Banking、Financial Planning、Retirement Plan Services和Insurance
地点
WealthSouth员工
动态
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Our Commercial Banking team partners with Bowling Green area businesses to implement strategies that streamline company operations and improve efficiencies. Learn more at WealthSouth.com Joanna Futrell Rusty Clark Steve Graham
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It is Tax Scam Season. Watch our video on the signs of fraud. If you ever receive a request for personal information (or are threatened with fines or jail time), reach out to a trusted source to verify. #security
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Excited to announce that we'll once again be the presenting sponsor of Downtown Downbeat (which kicks off the festival on May 29)! WealthSouth has been a sponsor since this awesome festival began 35 years ago! #locallycommited
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Watch out for online love interests, whom you've never met, that ask you to send them money to make an "investment". There was more than $1 billion lost to the Romance Scam last year alone! #Security
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Financial Contentment is Rare. Our Bowling Green team helps you realize the life you've dreamed about. Learn more at wealthsouth.com. #understand #engage #validate
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It is National Identity Theft Awareness Week. Identity thieves may try to contact you through fraudulent calls, emails, texts and social media messages pretending to be the #IRS. If unsure of a request, contact us and we can help you.
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Welcome to our Bowling Green team, J. Adam Yates! #conciergefinancialservices
I’m happy to share that I’m starting a new position as Wealth Mangement Advisor - Vice President at WealthSouth!
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A superb 2024 Election Panel discussion at the Commerce Lexington Inc. Public Policy Series, sponsored by WealthSouth. #locallycommitted
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We make volunteering fun! The team helped out at the Heart of Kentucky United Way's Day of Caring visiting the Boyle County Health Department, Haven Care Center & Harrodsburg Historical Society. #givingback
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