LOUISVILLE, Ky. (PRWEB) March 16, 2016
Barron’s released its annual Top 1,200 State-by-State Advisors list this week, and Louisville-based Hilliard Lyons saw two of the firm’s advisors named to the list of the best financial advisors in Kentucky. These rankings are based on data from more than 4,000 of the nation’s best financial advisors.
“We are thrilled to see two of our outstanding financial consultants recognized this year,” noted Jim Allen, Chief Executive Officer of Hilliard Lyons. “Since Hilliard Lyons opened its doors 162 years ago, providing high-quality service to our investors has been part of the foundation of our firm. These advisors are part of an elite group that are true industry leaders, and each exemplifies the level of quality that all of our advisors at Hilliard Lyons strive for.”
Pete Mahurin in Bowling Green
Pete Mahurin, a senior vice president and member of the firm’s CEO Council, manages the Hilliard Lyons Bowling Green branch. His office offers financial planning, retirement planning, and estate planning for individuals and businesses. Mahurin has been named to Barron’s list of top advisors for four consecutive years.
Mitch Settle in Owensboro
For the sixth consecutive year, Mitch Settle was named to Barron’s list of top financial advisors. Settle, a Financial Consultant in Hilliard Lyons’ Owensboro branch, is also a senior vice president and a member of the firm’s CEO Council. He ranks #8 on Barron’s list of top financial advisors in Kentucky. Settle and his team offer financial planning, retirement planning, and estate planning for businesses and individuals.
Each year, Barron’s ranks the nation’s best financial advisors on the basis of assets under management, revenues generated by the firm, regulatory record, quality of practice, and philanthropic work. On average (according to Barron’s), these top 1,200 advisors and their teams manage $2.27 billion in client assets and serve 521 households.
Founded in 1854 and operating more than 70 offices in 12 states, Hilliard Lyons (http://www.hilliard.com/) focuses on creating, preserving, and distributing clients’ wealth. The firm specializes in planning issues that include education funding, business succession, retirement, and trusts and estates – to advise clients through life’s financial challenges.
J.J.B. Hilliard, W.L. Lyons, LLC is a member of the New York Stock Exchange, FINRA, and SIPC.
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