Advisor Designations

Hilliard Lyons Wealth Advisors who hold the AAMS designation have completed an examination that validates their ability to synthesize complex concepts and apply them to real-life situations encompassing investments, insurance, tax, retirement, and estate planning. So you get the most strategic advice from a seasoned expert in this discipline.

Hilliard Lyons Wealth Advisors who hold the AWMA designation have completed an examination that validates their ability to synthesize complex concepts and apply them to real-life situations encompassing investments, insurance, tax, retirement, and estate planning issues.

Hilliard Lyons Wealth Advisors who hold the CExP designation are experts in providing you with guidance regarding business valuations, growing the value of your firm, and advise on tax and legal implications related to transferring your business successfully.

Hilliard Lyons Wealth Advisors who hold the CFA designation have completed a rigorous program covering a broad range of topics including investment management, financial analysis, stocks, bonds, and derivatives and can provide you with general knowledge of many other areas of finance.

Hilliard Lyons Wealth Advisors with a CFP designation have completed a rigorous program covering professional conduct and regulations, financial planning principles, education planning, risk management, insurance, investments, retirement planning, and estate planning, to name a few. Your Wealth Advisor is disciplined in gathering information, applying analysis, implementation, and monitoring recommendations to maximize your portfolio over the long term.

Hilliard Lyons Wealth Advisors who hold the CIMA designation have a high level of investment consulting expertise and typically focus on asset allocation, ethics, due diligence, investment policy, and performance measurement of your complete portfolio.

Hilliard Lyons Wealth Advisors who hold the CLU designation have successfully completed a rigorous program to become experts in the fundamentals of life and health insurance, pension planning, insurance law, income taxation, investments, financial and estate planning, and group benefits to help you navigate this ever-changing regulatory landscape.

Hilliard Lyons Wealth Advisors with CPWA designation have an advanced credential created specifically for Wealth Advisors who work with high-net-worth individuals. These Advisors consider your complete life cycle of wealth and develop specific strategies to help you minimize taxes, protect your assets, maximize growth opportunities, and eventually transfer your wealth.

Wealth Advisors with CRPC are advanced experts focused on your entire retirement planning process to help you meet your many financial objectives. They are also poised to consult on sources of your retirement income, including personal savings, employer-sponsored retirement plans, income taxes, estate planning, and more.

Hilliard Lyons Wealth Advisors with a CRPS designation specialize in creating, implementing, and maintaining retirement plans for businesses and business owners. This may include IRAs, small business retirement plans, defined contribution plans, 401(k) plans, and nonprofit and government plans.

A CTFA designation means your Wealth Advisor has advanced knowledge and competency in trust and wealth advisory services including managing your trusts, estates, guardianships, IRAs, and individual asset management accounts.

A CWA designation is unique to Hilliard Lyons. Your Wealth Advisor is qualified to recognize opportunities—as well as pitfalls—across your financial portfolio and will proactively look to leverage additional available resources, as well as those available through collaborating with your CPA and attorney, when appropriate.

This designation means your Wealth Advisor completed a Wealth Planning Essentials program, which was sponsored by Hilliard Lyons and the University of Pennsylvania’s Wharton School of Business. As a continuing educational tool to keep current on wealth management strategies including Modern Portfolio Theory, and ensures your Wealth Advisor has an advanced understanding of generational differences in wealth management, as well as honed techniques for providing guidance during market volatility.