CTIC Updates

JASON L. LEE, SENIOR VICE PRESIDENT,
FEATURED IN TOPS IN LEXINGTON

OCTOBER 2020

Congratulations to Jason Lee, Senior Vice President and Private Wealth Services Manager, for being featured as one of TOPS in Lexington’s '50 Under 50’!

With more than fifteen years of experience, a Juris Doctorate degree, and a CPA designation – Jason is known as a well-rounded leader in the wealth management industry. We are proud to have him on our team.

Click here to read the full article.
Learn more about Jason.

MORGAN ARNOLD
JOINS WTM AS
CLIENT SERVICE ADMINISTRATOR

AUGUST 2020

We are proud to welcome Morgan Arnold to Community Trust Wealth & Trust Management!

As a Client Service Administrator, Morgan is responsible for supporting Wealth Advisors in our Private Wealth Services department, facilitating administrative duties on our client accounts, and providing a high level of customer service to our clients.

She is located in our Lexington office. Welcome, Morgan!

Learn more about Morgan.

SABRINA LEQUIRE
JOINS WTM AS
WEALTH ADVISOR

AUGUST 2020

Please join us in welcoming Sabrina Lequire to Community Trust Wealth & Trust Management!

As a Wealth Advisor, Sabrina is responsible for overseeing client relationships, administering trusts and assisting with legacy planning.

Sabrina is located in our Pikeville office and she will be a remarkable asset to our company.

Learn more about Sabrina.

ANDY D. WATERS, PRESIDENT AND CEO,
FEATURED IN TOPS IN LEXINGTON

AUGUST 2020

“Managing $2.6 billion and tracing its roots back to 1903, this investment company has earned bragging rights as one of the largest independent trust companies in Kentucky...” 

Thanks to TOPS in Lexington for the great feature on our company and President and CEO, Andy D. Waters. We, too, are grateful to be a part of the Lexington community!

Click here to read the full article.
Learn more about Andy.