Wealth Management

Our Way

Personal Relationship, Comprehensive Planning

At the Bank of the Bluegrass & Trust Co. we have experience in the entire range of financial issues you face:

We are committed to understanding your personal situation, researching the best solutions, and providing you with the highest level of personal service and care.

Portfolio Access Link

Bank of the Bluegrass & Trust Co. is pleased to offer our clients Portfolio Access Link (PAL) - an online link to your investment portfolio, including balances and daily activity.  If you are interested in signing up for PAL, please take a moment to contact either Jeff Schriefer or Kathy Banta in the trust department.

Our Seminars

Periodically our Wealth Management Department hosts seminars on a variety of topics. To inquire about the next seminar or request a specific topic contact us at 859.233.4500.

Our People

Jerry M. Johnson is Senior Vice President and Director of the Bank of the Bluegrass & Trust Co. Wealth Management Department. Jerry is a recognized leader in the Lexington banking community, having over 20 years of experience in the field of Trust administration and investing for high net-worth clients. Before coming to the Bank of the Bluegrass in May 2010, Jerry Served in senior management positions in the Wealth Management Divisions of two super-regional banks where he was responsible for investment and Trust portfolios in excess of $300 Million.

Jerry holds his Under Graduate Degree in Finance and a Masters Degree in Business from Morehead State University where he graduated Magna Cum Laude. He has continued his professional education throughout his career, and he is a graduate of the American Bankers Association National Graduate Trust School at Northwestern University in Chicago, Illinois. Jerry is a Registered General Securities Representative (Series 7), a Registered Securities Agent and Investment Advisor (Series 66), and he holds his Kentucky Life and Health insurance license. He holds the designation of Accredited Wealth Management Advisor from the College of Financial Planning.

Jerry M. Johnson- jjohnson@bankofthebluegrass.com   (859) 233-8903

Jeff Schriefer is Vice President and Trust Officer with the Wealth Management Department. Jeff has worked in banking and financial services since 1998 and focuses his efforts on providing comprehensive financial planning, portfolio management and trust administration for individuals, families, nonprofits and institutional clients. Jeff has been a part of the Lexington community since 1979, and received his undergraduate degree from the University of Kentucky and his Master of Business Administration (MBA) from Morehead State University. Jeff is also a graduate of Cannon Financial Institute where he earned the Certified Trust and Financial Advisor (CTFA) designation.

Jeff Schriefer - jschriefer@bankofthebluegrass.com   (859) 233-8929

Kathy J. Banta is a senior member of our trust administration team and an essential part of our Wealth Management Department. She grew up in Lexington and is a graduate of Lexington Community College and the Cannon Financial Institute Trust School. She has worked in trust administration since 1990 and has earned the designation of Certified Trust and Financial Advisor, one of the most valued designations in her field.

Kathy J. Banta - kjbanta@bankofthebluegrass.com     (859) 233-8923

Our Philosophy

Respect The Individual

It seems that banks these days are getting bigger and bigger, causing the individual to become lost in the shuffle. At Bank of the Bluegrass & Trust Co., our focus is on you and what is best for you and your family. Period.

We invite you to give us a call today to see and feel the difference only a truly independent bank can provide.

These products are not FDIC-insured, are not bank guaranteed and may lose value. These products are subject to investment risks, including possible loss of the principal amount invested.

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