CTIC Updates

ADAMS, LINVILLE, AND RUSSELL PROMOTED TO 
PORTFOLIO MANAGERS

Cameron Adams, Portfolio Manager.  Taylor Linville, Portfolio Manager.  Joe Russell, Portfolio Manager.

AUGUST 2017

Community Trust Wealth & Trust Management is pleased to announce that Cameron Adams, Taylor Linville, and Joe Russell have been promoted to Portfolio Managers. Each are responsible for the research and selection of securities, contributing to the development of investment strategies and managing individual client portfolios. 

To learn more about Cam, Taylor and Joe, click here.


NIKKI WARFORD PROMOTED TO 
VICE PRESIDENT

Headshot of Nikki Warford in a brown suit.  Building in background with golden yellow trees.

JULY 2017

Nikki Warford was recently promoted to Vice President, Retirement/Institutional Services. Nikki joined Community Trust Wealth & Trust Management in 2004 and serves many of our retirement and institutional clients.

To learn more about Nikki, click here.


WILL G. DAVIS JOINS
COMMUNITY TRUST AND INVESTMENT COMPANY'S
WEALTH AND TRUST MANAGEMENT TEAM AS 
ASSISTANT VICE PRESIDENT, RETIREMENT/INSTITUTIONAL SERVICES

Headshot of Will Davis, Assistant Vice President.

APRIL 17, 2017

LEXINGTON, KENTUCKY:  Andy D. Waters, President and CEO of Community Trust and Investment Company (CTIC), is pleased to announce that Will G. Davis has joined CTIC’s Wealth and Trust Management team as Assistant Vice President, Relationship Officer for Retirement/Institutional Services.

As a key member of Retirement/Institutional Services, Mr. Davis’ responsibilities include overseeing client relationships as well as the administration of institutional and retirement accounts.  His office is located at 100 East Vine Street in downtown Lexington, Kentucky.

Will earned a Bachelor of Business Administration in Accounting (B.B.A.) and Master of Business Administration (M.B.A.) from Morehead State University in Morehead, Kentucky.  Will also holds the following designations: Certified Financial Planner (CFP®), Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF®). 

Will is a member of the Financial Planning Association and the National Association of Plan Advisors.  He resides in Danville, Kentucky.



ANDY D. WATERS, PRESIDENT AND CEO OF COMMUNITY TRUST AND INVESTMENT COMPANY, FEATURED IN THE LANE REPORT

Headshot of Andy Waters in a grey suite.  Building in background with golden yellow trees

MARCH 14, 2017

In the March edition of The Lane Report, Kentucky wealth management professionals offered their opinions on this year's economic outlook. Waters said, "We are calling 2017 the year of high expectations. The market appears to be discounting a significant amount of the pro-growth policies that the new administration has promised. We remain confident that an overweight position in equities is appropriate and see high mid-single-digit returns for the year. We continue to prefer financials as we see them as the primary beneficiaries of rate hikes and stronger GDP growth. However, we do not believe the Fed will implement all three rate hikes in 2017 because of the high level of global debt and its impact on the administration’s ability to provide fiscal stimulus. We continue to favor municipal bonds since municipalities benefit from a stronger housing market and healthy economy.”

To see the full article featuring Andy D. Waters, click here.
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