Hilliard Lyons

J.J.B. Hilliard, W.L. Lyons, LLC (d/b/a Hilliard Lyons) is a full-service wealth management firm with offices in Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and West Virginia. Corporate headquarters are in Louisville, Kentucky.

Predecessor firms date to 1854. In 1965, J.J.B. Hilliard & Son and W.L. Lyons and Company combined to become J.J.B. Hilliard, W.L. Lyons. From 1998 to 2008, the company was owned by PNC Financial Services. Now ownership is shared between Hilliard Lyons employees and Houchens Industries, a 100% employee-owned conglomerate based in Bowling Green, Ky. Other companies under the Houchens umbrella include Stewart-Richey Construction, Inc., Tampico Beverages, Inc., Food Giant, and Hitcents.

Approximately 400 financial consultants provide financial guidance to individuals and families, including retirement planning, estate planning, financial planning, risk management, and education funding.

In 2010, the firm acquired middle-market investment banking firm bCatalyst to complement existing Investment Banking capabilities. As a result, Hilliard Lyons now assists business owners with business valuations, financing for expansion and acquisition, and mergers and acquisitions.

In 2011, Hilliard Lyons partnered with The Bancorp, Inc. to offer clients a broad range of borrowing services.

Hilliard Lyons Trust Company (HLTC) provides asset management, estate planning, and trust services to Hilliard Lyons clients. HLTC serves as a trustee for numerous types of revocable and irrevocable trusts. HLTC also functions as executor and investment manager. HLTC can hold and manage assets such as real estate, oil and gas, personal property (collections), and closely held companies. HLTC also manages assets for institutional investors, including corporate and government retirement plans, foundations, endowments, and mutual fund families.

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