Private Wealth Services Team

Community Trust and Investment Company’s primary aim of trust services and estate planning is to ensure that your wealth is distributed according to your wishes.

Providing for the next generation – leaving a lasting legacy – requires that you plan thoughtfully and strategically. For instance, avoiding unnecessary taxation requires planning, but ensuring that your final wishes regarding your wealth are accommodated is a matter of extreme trust.

We focus on building trusting relationships with our clients. Trust extends to the investment management activities required to ensure the completion of specific wishes, including settling your estate.

Community Trust and Investment Company building photo with blue sky.

Meet our Private Wealth Services Team:

Jason L. Lee - Senior Vice President, Private Wealth Services Manager (Lexington, KY)
Robert B. Stadelman - Senior Vice President, Director of Fiduciary Services (Lexington, KY)

Gerrie Clark - Vice President, Senior Wealth Advisor (Pikeville, KY)
H. Trigg Mitchell
- Vice President, Senior Wealth Advisor (Lexington, KY)
Jason L. Ayers - Assistant Vice President, Wealth Advisor (Lexington, KY)

Will G. Davis - Assistant Vice President, Wealth Advisor (Lexington, KY)
Greg Dempsey - Assistant Vice President, Wealth Advisor (Pikeville, KY)
Chad Maynard - Assistant Vice President, Client Service Supervisor (Pikeville, KY)
Sabrina Lequire - Wealth Advisor (Pikeville, KY)
Nicole Record - Wealth Advisor (Lexington, KY)
Morgan Arnold - Client Service Administrator (Lexington, KY)
Chelsea Brown - Client Service Administrator (Lexington, KY)
Sandy Potts - Client Service Administrator (Lexington, KY)
Ricka Ratliff - Client Service Administrator (Pikeville, KY)

Our Service Types

Investment Management Services

For both individuals and institutions, we offer disciplined investment management that is consistent with client objectives. Our Wealth and Trust Management team ensures this consistency through active portfolio management with a preference for individual securities. Clients have online access to their account information, which is updated daily. Our portfolio managers and wealth advisors conduct regular meetings with clients to review performance and confirm that objectives are being met.

Click here to learn more about our Investment Management Philosophy

Fiduciary Services

Fiduciary services are a core business at WTM. We act as trustee or co-trustee to assure reliable trust administration. Fiduciary services include:

  • Administer trust according to terms of document
  • Establish an investment objective
  • Maintain custody of trust assets
  • Provide detailed accounting and reporting
  • Prepare fiduciary tax returns
Click here to learn more about our Fiduciary Services

Estate Administration Services

In serving as executor, co-executor, or personal representative, CTIC's Wealth and Trust Management team provides the following services:

  • Collect and secure estate's assets
  • Appraise the estate's assets
  • Notify creditors and pay debts
  • Collect money owed to the estate
  • Manage estate's assets (real estate, securities, family-owned business, etc.)
  • Keep detailed records of all transactions
  • Submit reports to beneficiaries and probate court
  • Choose tax year for the estate
  • Complete and file income and estate tax returns
  • Distribute estate's assets to beneficiaries
Click here to learn more about our Estate Administration Services