Bank of the Bluegrass and Trust Company

 


Asset 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:

  • Estate Planning
  • Retirement Planning
  • Cash Flow Analysis
  • Irrevocable Trusts
  • Charitable Trusts
  • Bill Paying
  • Estate Administration
  • Guardianships
  • Investment Management
  • Education Planning
  • Living Trusts
  • Testamentary Trusts
  • Special Needs Trusts
  • Rollover IRA; Roth IRA
  • Custodial Accounts
  • Conservatorships

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

Jeff S. Jeff Schriefer is vice president and director of Bank of the Bluegrass & Trust Co. asset management department. Jeff has been a part of the Lexington community since 1978, and received his undergraduate degree from the University of Kentucky and his M. B. A. from Morehead State University. He has worked in banking and financial services since 1998, is active in local charities, and coaches youth soccer and basketball.

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

 

Kathy B. Kathy J. Banta is a senior member of our trust administration team and an essential part of our asset 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.

To download load a complete copy of our Asset Management brochure click here: Asset Management

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These products are not FDIC-insured. These products are subject to investment risks, including possible loss of the principal amount invested.

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