Hilliard Lyons Louisville-Based Financial Firm Overview

Hilliard Lyons is a well-established financial firm with a strong presence in Louisville. The company was founded in 1922 by Charles M. Hilliard and William J. Lyons.

Hilliard Lyons is headquartered in Louisville, Kentucky, a city known for its rich history and cultural attractions. The firm's long history in the city is a testament to its commitment to the local community.

As a financial firm with a long history, Hilliard Lyons has had the opportunity to adapt and evolve over the years. This has allowed the company to stay ahead of the curve and provide its clients with innovative financial solutions.

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Hilliard Lyons has a rich history dating back to 1854, when predecessor firms first emerged.

The company's modern form began to take shape in 1965, when 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, Hilliard Lyons was owned by PNC Financial Services.

Today, the company is co-owned by its employees and Houchens Industries, a Kentucky-based conglomerate with a diverse portfolio of businesses, including Stewart-Richey Construction, Inc.

Hilliard Lyons provides financial guidance to individuals and families, offering services like retirement planning, estate planning, and risk management.

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Hilliard Lyons offers a range of financial services to its clients.

Hilliard Lyons Trust Company provides asset management services, including real estate, oil and gas, and personal property.

The company works as an executor and investment manager, helping clients navigate complex financial situations.

Hilliard Lyons Trust Company's expertise in asset management and trust services can be a valuable resource for clients looking to manage their financial affairs.

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Hilliard Lyons partnered with The Bancorp, Inc. to offer clients borrowing services in 2011. This move marked a significant expansion of their financial services offerings.

Their lending services allow clients to borrow money for various purposes, such as financing large purchases or consolidating debt.

Trust is a vital component of financial planning, and it's essential to understand what it entails. Hilliard Lyons Trust Company (HLTC) offers asset management services, covering real estate, oil and gas, and personal property.

HLTC works as an executor and investment manager for its clients, ensuring their assets are handled efficiently. This level of expertise can provide peace of mind for those seeking to manage their financial affairs.

At Hilliard Lyons, research and analysis are taken very seriously. The firm's research analysts cover about 130 companies, providing in-depth insights to help investors make informed decisions.

Seven of their equity analysts have earned the prestigious All-Star/Best on the Street title a combined total of 17 times from The Wall Street Journal. This is a testament to their expertise and dedication to their craft.

Hilliard Lyons analysts have also won the Financial Times StarMine Award five times for their stock picks within their industry. This award recognizes their ability to identify top-performing stocks and provide valuable guidance to investors.

The Financial Times has ranked two Hilliard Lyons analysts among the nation's top 10 analysts, further solidifying their reputation as leading experts in the field of investment research.

Here are some notable achievements of Hilliard Lyons analysts:

Hilliard Lyons is committed to giving back to the community in meaningful ways. The company provides financial support to several organizations, including the Kentucky Opera, Actors Theatre of Louisville, the Fund for the Arts, and Junior Achievement of Kentuckiana.

This support is just one example of Hilliard Lyons' dedication to making a positive impact.

Hilliard Lyons is a company that truly cares about giving back to the community. They provide financial support to several organizations, including the Kentucky Opera, Actors Theatre of Louisville, the Fund for the Arts, and Junior Achievement of Kentuckiana.

In 2010, the company's commitment to the arts was recognized with the Governor's Award in the Arts, a prestigious honor that acknowledges outstanding contributions to the field.

Hilliard Lyons, a wealth management firm headquartered in Louisville, is unveiling a new brand and logo firm-wide.

The firm has 21 branches in Kentucky and nearly 300 employees, including Wealth Advisors, Client Service Associates, and other staff.

The new logo and branding elements are a dramatic departure from the firm's former logo, which it used since 1973.

The new logo incorporates a golden "pathway" and a bold, modern typeface, and will be the most visible part of the firm's redefined brand.

The changes are rolling out across the firm's geographic footprint over five weeks from mid-March to mid-April.

The firm has rebranded everything that the public will see, including letterhead, business cards, statements, the firm's website, and websites for Wealth Advisors.

The new logo makes a nod to the firm's long heritage by including "EST. 1854" but is cleaner and more forward-looking.

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Hilliard Lyons has a long history of mergers and acquisitions, with one notable example being the acquisition of H.D. Oliver in 2002.

The company's expertise in wealth management and investment services was a key factor in its decision to acquire H.D. Oliver, a move that significantly expanded its presence in the region.

In 2008, Hilliard Lyons merged with Stifel Financial, creating a new entity that would operate under the Hilliard Lyons name.

This partnership brought together two experienced financial services companies, combining their resources and expertise to better serve clients.

Hilliard Lyons has also been involved in various other mergers and acquisitions over the years, with a focus on expanding its services and improving its market position.

The company's strategic approach to mergers and acquisitions has enabled it to stay competitive in a rapidly changing financial landscape.

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Hilliard Lyons has a long history of building strong relationships with its clients, a key aspect of their leadership and partnerships.

Their team of experienced financial advisors takes the time to understand each client's unique goals and needs, providing personalized service and tailored solutions.

With over 230 years of combined experience, the advisors at Hilliard Lyons have a deep understanding of the financial markets and can help clients make informed decisions.

This expertise, combined with their commitment to client service, has earned Hilliard Lyons a reputation as a trusted partner for individuals, families, and businesses.

Their ability to adapt to changing market conditions and client needs has allowed them to remain a leader in the financial industry for generations.

By fostering strong partnerships with their clients, Hilliard Lyons has been able to help them achieve their financial goals and build lasting wealth.

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