Wealth Management Services
Personal Relationships, Comprehensive Planning
Bank of the Bluegrass & Trust Co. Wealth Management specializes in Investment Management, Retirement Planning, Estate Planning and Trust Administration.
Our experience covers a wide range of other financial issues, including:
- Bill Paying
- Cash Flow Analysis
- Custodial Accounts
- Educational Planning
- Rollover IRA; Roth IRA
- And various trusts, such as: Charitable Trusts, Irrevocable Trusts, Living Trusts, Special Needs Trusts and Testamentary Trusts.
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 Jeff Schriefer in the Wealth Management Department.
Jerry M. Johnson - (859) 233-8903
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 Undergraduate 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.
W. Kelly Montgomery, AIF® - (859) 280-3847
W. Kelly Montgomery, AIF® is Vice President and Senior Portfolio Manager with the Bank of the Bluegrass & Trust Co. Wealth Management Department. Kelly’s primary responsibilities include investment management of client portfolios, client relationship building, and support of new business efforts. With over twenty-five years of experience in the investments industry, Kelly has developed the knowledge and skills to maintain and build wealth for clients in a very professional and advanced manner. Prior to joining the Bank of the Bluegrass, Kelly spent the previous eight years as Senior Portfolio Manager in Columbus, Ohio for the Private Bank Division of a large Midwestern bank managing approximately $500 million in assets.
Furthermore, he has enhanced his professional development by attaining two professional designations which further indicate his dedication to his craft. He holds the Accredited Investment Fiduciary (AIF®) designation, issued by the Center for Fiduciary Studies in association with the Center for Executive Education at the Graduate School of Business within the University of Pittsburgh. He has also received the Accredited Portfolio Management Advisor (APMA®) designation from the College for Financial Planning.
A native of Kentucky, Kelly graduated from Eastern Kentucky University with Honors. He attended EKU on an academic scholarship.
Jeff C. Schriefer MBA, CTFA - (859) 233-8929
Jeff Schrieferis Vice President and Senior Wealth Advisor with Bank of the Bluegrass & Trust Co. He focuses his efforts on providing comprehensive financial planning, retirement income planning, investment management, estate planning, tax planning, philanthropic planning and trust administration for individuals, families, business owners, nonprofits and institutional customers. 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 at Boston University where he earned the Certified Trust and Financial Advisor (CTFA) designation.
Jeff also focuses on planned giving where he consults with local non-profits on effective planned giving strategies, including current and future gifting, which helps them to continue to fulfill their mission. Jeff is a member of the trust investment committee and trust committee; He is on the Board of the Central Kentucky Planned Giving Council, the Society of Financial Service Professionals and Jarrett’s Joy Cart. Jeff is a member of the Bluegrass Estate Planning Council, Legatus and is President of Conquest Lexington Boys Club.
Magda Pérez - (859) 233-8916
Magda Pérez As Relationship Manager, Magda Pérez serves as your Wealth Management coordinator, delivering investment and financial solutions that best fit your needs. She will help manage your day-to-day banking needs and offer her experienced guidance on lending and other financial considerations. Magda collaborates closely with you to deliver the right solutions, based on your objectives.
Magda Peréz has over 11 years of financial industry experience and provides unparalleled personalized service for her high net worth clients. She works with her clients on their estate and business succession planning as well as investments, insurance, and financial planning. She is also committed to delivering traditional and specialized banking solutions for business owners, corporate executives, professionals and families of inherited wealth.
Magda has been married to her high school sweetheart for over 35 years. They have two daughters and 4 grandchildren. Magda enjoys traveling, reading, golfing and cooking. She is bilingual (English/Spanish).
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