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Comprehensive Wealth Management Born from Experience

Generations Serving Generations

Brooks Bulleit Wealth Services

Brooks Bulleit Wealth Services of Hilliard Lyons has served its clients for three generations. It began with Bill, the deceased father of Betsy Bulleit and George Brooks and continues with Betsy, George, and his son, John Brooks.

The group focuses on families, individuals and businesses. It provides specialized support in managing client financial needs and goals in the following area:

  • Portfolio management
  • Financial and retirement planning
  • Municipal and corporate bonds
  • Trust, estate and legacy management
  • Life insurance and annuities
  • Charitable gifting strategies
  • Banking and lending
  • Business valuation and succession strategies
  • Social security planning

 


Contact Us

Investing and saving for the future can be difficult. Brooks Bullet Wealth Services of Hilliard Lyons offers a team approach to solve this difficulty for you. Contact us to schedule a meeting for a no-obligation initial consultation and evaluation of your financial goals and needs.

BrooksBulleit@hilliard.com
859-255-9681

300 West Vine Street, Suite 1100
Lexington, KY 40507

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 Securities and Advisory Services offered by J. J. B. Hilliard, W.L. Lyons, LLC, A Registered Broker Dealer and Investment Advisor, Member NYSE / FINRA / SIPC. Trust Services are offered through Hilliard Lyons Trust Company, LLC, an affiliate of J. J. B. Hilliard, W.L. Lyons, LLC. Hilliard Lyons does not offer legal, accounting or tax advice. You should consult your own tax or legal counsel prior to making any decision that may affect your tax or legal situation. To understand how Hilliard Lyons is compensated for its services, please click here.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable-we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

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