Hilliard Lyons Information

Hilliard Lyons focuses on the creation, preservation and distribution of its clients’ wealth. Our Financial Consultants offer a thorough, planning-based approach to wealth management, encompassing the factors that can affect you throughout the different stages of your life. We have a legacy of putting proven investment solutions to work when we create customized wealth management plans - for even the most complex of financial pictures. Hilliard Lyons specializes in planning issues that include retirement, business succession, trust and estate planning and education funding.

As part of this process, we offer an extensive menu of investments including professionally managed accounts from the country’s premier managers, as well as stocks, bonds, options, mutual funds, annuities and insurance to facilitate the financial strategies recommended by our advisors.

Over 400 Hilliard Lyons Financial Consultants are available to serve you in more than 70 branch offices in Arkansas, Georgia, Illinois, Indiana, Kentucky, Michigan, Mississippi, Missouri, North Carolina, Ohio, South Carolina, Tennessee, and West Virginia. Contact a Financial Consultant today.

Hilliard Lyons' mission is to guide its clients toward financial peace of mind. Hilliard Lyons has been providing financial insight to clients for generations, since 1854.

Senior Management

  • James Allen, President, Chairman and Chief Executive Officer
  • James Rogers, Executive Vice President and Chief Operating Officer
  • Carmella Miller, Executive Vice President and Chief Administrative Officer
  • Paul Moretti, Executive Vice President and Chief Financial Officer
  • Randy Bugh, Executive Vice President and Director of Financial Services
  • Darryl Metzger, Executive Vice President and Director of the Private Client Group

Memberships

  • New York Stock Exchange (NYSE)
  • Financial Industry Regulatory Authority (FINRA)
  • Securities Investor Protection Corporation (SIPC)
  • Securities Industry and Financial Markets Association (SIFMA)
  • Chicago Board of Options Exchange (CBOE)

Company Ownership
In 2008, ownership of Hilliard Lyons was transitioned from PNC Financial Services Group to joint ownership by Hilliard Lyons’ own employees and Houchens Industries, a diversified investing company.

Media Contact information
Members of the media are advised to contact

Chambers Moore at:
1-800-444-1854 x8416
(502) 588-8416

All others should contact Hilliard Lyons at:
1-800-444-1854 or
invest@hilliard.com