Broker Check

About Me

Ralph Wimsatt

Director, Financial Advisor

(859) 219-4260

When it comes to creating and preserving wealth, as well as boosting income, today's investors aren't just looking for investment vehicles and services; they're looking for a personal understanding of their financial needs and goals.

I understand that as your personal life changes, so does your financial life. Working closely with you, together we will focus on formulating a personalized strategy appropriate to your needs.

Background & Experience

2011 - Present: Baird
Senior Vice President
Financial Advisor
Lexington, KY

2005 - 2011: Morgan Stanley Smith Barney
First Vice President
Portfolio Manager / Financial Advisor
Lexington, KY

1987 - 2005: Merrill Lynch
Vice President
Financial Advisor
Lexington, KY

Over 20 Years Experience Serving Client Financial Needs

Organizations & Associations

Lexington, KY Area
Young Life
Lexington, KY
Education & Awards
Bachelor of Science
Eastern Kentucky University
Richmond, KY

Life, Accident, Health, Variable Annuity & Long Term Insurance Licensed
Series 7 - General Securities Representative
Series 63 - Uniform State Exam
Series 65 - Investment Advisory Agent
Insurance Licensed