Biography

Tony offers sound financial advice, timely research and responsive service for each portfolio in his care. He also holds a life, health and annuity license. As a Financial Consultant, he keeps investors focused on long-term goals, regardless of which way the market is moving at the moment. He brings to the task a degree in mechanical engineering technology from the University of Louisville. Before joining Hilliard Lyons, Tony was vice president at Regal Industries, Inc. In that capacity, he managed marketing and sales at the firm and its metrology division.

In his community service career, Tony serves on the board of directors of the Cerebral Palsy School Mattingly Center. He is also a motivational speaker for local middle and high school students.

At Your Service

You can find Tony in suburban Louisville at 10350 Ormsby Park Place. Appointments are scheduled at your convenience. There is never a cost or obligation associated with his consultations.

Why choose Hilliard Lyons when so many other larger firms or boutique-style firms are available?

Hilliard Lyons is a full-service firm with one goal: to help individuals reach their financial objectives. This tradition reaches back 150 years, and is our guiding principle for the years ahead. We do this by combining the strengths of a large institution with the intimacy, attentiveness and responsiveness of a small firm. Headquartered in Louisville, Kentucky, but one of the earliest members of the New York Stock Exchange, Hilliard Lyons is part of the PNC Financial Services Group, Inc. This position lets us take advantage of new technology and services superimposed on our old-fashioned client service. Our clients, we feel, get the best of both worlds. We offer the spectrum of financial products and services. No matter what your objectives, time horizon or risk tolerance, we have investments and strategies with your needs in mind. We offer stocks, bonds, options, mutual funds, insurance, annuities, and more. Better yet, we offer complete financial, retirement, trust and estate planning services to ensure that investments aren't chosen haphazardly, but in a manner to suit your ever-changing life. Over the years, hundreds of thousand of individuals and families have entrusted their assets to Hilliard Lyons. Why? Because of our single-minded devotion to growing and protecting their portfolio, that's why. Now, we would like to do the same for you.

The value of our advice to you

In today's world, there is no lack of available investment information. However, what is lacking are knowledgeable individuals to help investors decipher that information and use it in the most advantageous way. Your Hilliard Lyons Financial Consultant can help you to determine what investments and strategies are best suited for you. We feel our Financial Consultants are among the best in the industry. You can be sure that your Financial Consultant has the training and expertise to deliver superior investment advice and keep you focused on your long-term goals—regardless of which way the market is moving at the moment. Moreover, he or she is committed to upholding Hilliard Lyons' rigorous standards of quality every day, so you can be certain that your interests come first.

Delivering the highest level of personal service

Hilliard Lyons' Financial Consultants do not take a packaged approach to investing. They are committed to finding the most appropriate investments for you. We encourage you to ask questions of our Financial Consultants and to field questions from them. They are trained to raise issues that may not be obvious on the surface. You will be fully briefed on all the particulars of any investment we suggest. That's because we believe the more you understand our recommendations, the more confident you will feel entrusting your financial future to us. At Hilliard Lyons, your Financial Consultant is not obligated to meet sales quotas or to sell certain products. His or her only duty is to do what is right for you.

Investment Philosophy

The cornerstone of our investment philosophy is to build the net worth of our clients and to help reduce risk. Therefore, to achieve our primary goal, we do not seek to obtain the highest possible returns. Our philosophy is based upon the long-term investing of high quality securities for years, even decades, not for the next week or next quarter. Our goal is to protect our client's resources from taxes and inflation to help them to achieve their short and long-term financial objectives. Our recommendations and asset allocation will be impacted by the client's goals, risk tolerance and time factor. Getting to know our clients' hopes, dreams and concerns is the basis of building a successful relationship.

Investment Process

Our approach is accomplished through a five-step process:

1. Meet to discuss your investment knowledge and clarify your needs, goals, risk tolerance and time factor.

2. Formulate a financial plan designed to meet your investment objectives.

3. Explain the plan and investment strategy so you understand it.

4. Implement the plan by making specific recommendations as opportunities present themselves.

5. Meet with you periodically to review the plan to be sure you are comfortable with this process.

A wide range of high-quality investments

Hilliard Lyons offers a full spectrum of financial products and services. No matter what your objectives, time horizon or risk tolerance, we have products and services with your needs in mind. We offer stocks, bonds, options, retirement plans, money market funds, mutual funds, insurance, annuities, trust and estate planning, investment banking and investment management. Among these offerings, we have a wide range of variations. This gives you a broad selection of benefits and features from which to choose. Your Financial Consultant will never try to convince you to buy an investment that is inconsistent with your goals. Moreover, your Financial Consultant will work with you after making a recommendation. This ensures that the products and services you own today will remain suitable for your needs in the years ahead. Hilliard Lyons has instant access to up-to-the-minute information. This allows your Financial Consultant to serve your needs efficiently.

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