At First Kentucky Wealth Management®, we are committed to helping our clients turn their aspirations and financial dreams into realities. Our dedication is firmly rooted in our goal to provide high-quality, comprehensive financial services in an atmosphere that allows us to get to know you better - your family, your business, your financial goals and your investment needs.
Through our relationship with LPL Financial, our clients have access to a wide array of financial products, including services such as professional money management, retirement and education planning, and investment products including stocks, bonds, mutual funds, annuities and insurance products. LPL is a leading provider of investment and insurance programs to financial institutions across the country, and is a registered broker/dealer and a FINRA member firm. Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.
To learn more about these and other investment tools, contact our First Kentucky Wealth Management® Senior Financial Consultant, Jeremy Alexander, CFP® at (270) 251-4987 or firstname.lastname@example.org.
|Stocks & Bonds|
|Tax Efficient Investments|
|Individual Retirement Accounts|
|Business Retirement Plans|
|Education Planning & 529 Plans|
|Professional Asset Management|
|Financial & Estate Planning|
Jeremy has a Masters in Education, received the Accredited Asset Management Specialist designation and is now a CERTIFIED FINANCIAL PLANNER™. Jeremy and his wife, Jill, were married in 2000 and have been blessed with two beautiful children. Jeremy is an active member of his church and loves teaching his middle school Sunday school class. Jeremy’s hobbies include taking family vacations, playing golf, reading, and rooting for his University of Kentucky Wildcats. Jeremy is also an active member of the Lion’s Club, Rotary Club and Chamber of Commerce.
Jeremy Alexander, CFP®