CTIC Updates

KIRK SCHMITT PROMOTED TO
SENIOR VICE PRESIDENT

Headshot of Kirk Schmitt in a black suit jacket with green and reddish brown trees in background.

APRIL 2018

Community Trust Wealth & Trust Management is pleased to announce that Kirk Schmitt has been promoted to Senior Vice President of Investments. Kirk is responsible for managing the equity team and process. He has been a part of our WTM family since 2014 and is a key contributor to our company's success. Congratulations, Kirk!


ERIN SERRATE, VICE PRESIDENT
FEATURED IN TOPS IN LEXINGTON

Headshot of Erin Serrate in a grey suit jacket.  Faint in the background is a grey brick wall.

APRIL 2018

Erin Serrate, Vice President of Private Wealth Services, was featured in the April issue of TOPS in Lexington. In the "Family Finance" section, Serrate offers advice for college saving in today's world.

Click here to view the full article.

© COPYRIGHT TOPS IN LEXINGTON. ALL RIGHTS RESERVED. 


KIRK SCHMITT, VICE PRESIDENT
FEATURED IN THE LANE REPORT

Headshot of Kirk Schmitt in a black suit jacket with green and reddish brown trees in background.

MARCH 2018

Kirk Schmitt, Vice President and Senior Equity Strategist, was featured in the March issue of The Lane Report. Schmitt offers his expert opinion on wealth management expectations for 2018.

Click here to view the full article.

© COPYRIGHT THE LANE REPORT. ALL RIGHTS RESERVED.


ANDY D. WATERS AND R. TRACY OSBORNE
FEATURED IN TOPS IN LEXINGTON

Andy D. Waters, President and CEO.R. Tracy Osborne, Senior Vice President of Business Development.

FEBRUARY 2018

Andy D. Waters, President and CEO, and R. Tracy Osborne, Senior Vice President of Business Development, were featured in the February issue of TOPS in Lexington. Waters and Osborne were highlighted in the "Money Makers" section.

Click here to view the full article.

© COPYRIGHT TOPS IN LEXINGTON. ALL RIGHTS RESERVED. 


JASON L. AYERS JOINS
COMMUNITY TRUST AND INVESTMENT COMPANY'S
WEALTH AND TRUST MANAGEMENT TEAM AS 
RELATIONSHIP OFFICER, PRIVATE WEALTH SERVICES

Jason L. Ayers, Relationship Officer for Private Wealth Services.

DECEMBER 2017

LEXINGTON, KENTUCKY:  Andy D. Waters, President and CEO of Community Trust and Investment Company, is pleased to announce that Jason L. Ayers has joined CTIC’s Wealth and Trust Management team as  Relationship Officer for Private Wealth Services.

Jason has been in the finance and sales industry since 2008. Prior to joining WTM, Jason held positions such as Financial Advisor, Securities Auditor, Loan Officer and Territory Sales Manager. Jason previously served the Financial Industry Regulatory Authority (FINRA) as a continuing education resource for broker dealers. He was also a member of the North American Securities Administrators Association (NASAA).

Jason graduated from Georgetown College with a degree in business administration. He proceeded to earn his MBA from Indiana Wesleyan University. He is currently a member of the Georgetown/Scott County Chamber of Commerce, the National Fragile X Foundation, and the Bluegrass Estate Planning Council.