Business Details
23 Years
experience
Your Trusted Partner for Financial Advisory Services in Kentucky
At Glenview Trust, we are dedicated to empowering families with comprehensive investment and planning solutions that prioritize life's most meaningful aspects. As a locally owned, multi-generational wealth advisory firm based in Kentucky, we specialize in personalized wealth management strategies tailored to individual and family needs. Our commitment to excellence is rooted in over two decades of service, during which we have cultivated a culture of trust and client-centric expertise. With $20 billion in assets under care and 760 years of combined professional experience, our team of certified expertsincluding attorneys, CFA charterholders, CPAs, and CFP professionalsdelivers customized financial insights. We distinguish ourselves through local leadership, employee ownership, and a steadfast focus on long-term client relationships.Our professionals hold prestigious certifications such as Certified Trust and Fiduciary Advisor (CTFA) and Chartered Market Technician (CMT), ensuring rigorous standards of service. Headquartered in Louisville with offices in Lexington and Bowling Green, our new corporate campus reflects our dedication to Kentucky's financial future. Clients benefit from our proprietary approach to dynamic wealth management, addressing both conventional and complex financial challenges without proprietary product constraints. This philosophy has earned us unparalleled client retention, underscoring our success in helping families achieve their financial goals while preserving generational wealth.
Services
Trust & Estate
Estate Planning
Financial Planning
Investments
Customized Wealth Management
Details
- Year established: 2003
Highlights and features
- We've served Kentucky families with personalized wealth solutions for over 20 years
- Our $20 billion in assets under care demonstrates proven investment expertise
- 760+ years of combined professional experience across certified attorneys and financial specialists
- Employee-owned structure ensures decisions align with client interests, not corporate mandates
- Local offices in Louisville, Lexington, and Bowling Green enable personalized service
Associations and certifications
- CFA Institute
- American Institute of Certified Public Accountants
- Certified Financial Planner Board of Standards
- Institute of Certified Bankers
Services
Trust & Estate
Our trust and estate services provide comprehensive asset management and legacy planning solutions. We specialize in creating customized strategies to ensure seamless wealth transfer while minimizing tax liabilities. With experienced attorneys and CTFA-certified professionals, we help clients preserve family wealth across generations through tailored trust structures and estate planning instruments.
Estate Planning
We offer strategic estate planning services designed to protect assets and fulfill long-term family objectives. Our certified specialists develop customized plans incorporating wills, trusts, and advanced tax strategies. By combining legal expertise with financial acumen, we ensure clients' wishes are honored while optimizing wealth preservation for future generations.
Financial Planning
Our holistic financial planning services address all aspects of wealth management, from retirement strategies to risk management. Certified professionals create personalized roadmaps aligned with clients' life goals. We integrate investment planning, tax optimization, and cash flow analysis to deliver comprehensive solutions that adapt to evolving financial circumstances.
Investments
We provide sophisticated investment management services tailored to individual risk profiles and financial objectives. Our CFA charterholders employ evidence-based strategies to build diversified portfolios. Through continuous market analysis and performance monitoring, we optimize asset allocation to achieve long-term growth while maintaining strict risk management protocols.
Customized Wealth Management
Our flagship service combines multiple financial disciplines into integrated wealth solutions. We develop bespoke strategies addressing unique client circumstances through collaborative planning. This comprehensive approach encompasses investment management, tax planning, and intergenerational wealth transfer, supported by a team of multidisciplinary experts working in coordinated service delivery.
People
Scott Neff
President and Chief Executive Officer
Scott Neff leads Glenview Trust as President and CEO, bringing extensive leadership experience in financial services. He oversees strategic direction and operational excellence while maintaining active client relationships. His expertise ensures the firm's continued growth and commitment to exceptional wealth management services.
Bill Stone
Chief Investment Officer and Managing Principal
As Chief Investment Officer, Bill Stone directs investment strategy and portfolio management. With CFA charterholder credentials, he leads the development of evidence-based investment approaches. His leadership ensures rigorous risk management and optimal portfolio performance for Glenview Trust's clients.
Ann Georgehead
Chief Fiduciary Officer and Managing Principal
Ann Georgehead serves as Chief Fiduciary Officer, overseeing trust administration and fiduciary services. A certified trust professional, she ensures compliance with highest industry standards. Her leadership maintains Glenview Trust's reputation for integrity and excellence in managing client assets.
Craig E. Browning
Managing Principal
Craig Browning contributes decades of financial expertise as Managing Principal. He provides strategic guidance on complex wealth management issues and plays key roles in both client service and firm governance. His dual perspective enhances Glenview Trust's ability to deliver comprehensive solutions.
Shannon Burnett Feldkamp
Investment Principal
Shannon Feldkamp serves as Investment Principal, focusing on portfolio management and client advisory services. Her CFA designation and practical experience contribute to Glenview Trust's investment expertise. She works closely with clients to develop and implement tailored wealth strategies.
Questions
What services does Glenview Trust offer?
We provide comprehensive wealth management services including investment management, trust administration, estate planning, financial planning, and customized wealth strategies tailored to individual and family needs.
How is Glenview Trust different from other financial firms?
As an independent, employee-owned firm, we make decisions locally without corporate interference. Our professionals hold no proprietary products, ensuring unbiased recommendations focused solely on client interests.
What experience does Glenview Trust have?
With over 20 years serving Kentucky families and $20 billion in assets under care, our team combines 760+ years of experience with prestigious certifications including CFA, CPA, and CFP designations.
Which areas does Glenview Trust serve?
While headquartered in Louisville, we serve clients across Kentucky from offices in Louisville, Lexington, and Bowling Green, providing personalized service to individuals and families statewide.
What is Glenview Trust's asset management approach?
We employ evidence-based investment strategies tailored to individual goals, with continuous monitoring and risk management. Our CFA charterholders focus on long-term growth through diversified portfolios aligned with client risk profiles.