ADVISORS
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Greg Williamson II

Greg is a founding partner of LexInvest Wealth Advisors and has held various roles in the financial services industry since 2000.  He spent 16 years advising institutional clients in the debt capital markets.  He served as a Director in Asset-Backed Finance at Wells Fargo Securities, and has held similar roles at Bank of America Merrill Lynch, JP Morgan, and E*TRADE.  Greg graduated from Wake Forest University with a BS in Analytical Finance and earned his MBA from the Fuqua School of Business at Duke University.  After a successful investment banking career, Greg has returned to his hometown of Lexington, KY where he lives with his wife and two children

(859) 479 - 3171

Investment Adviser Representative

Registered Representative

Greg Williamson

Greg has been in the securities industry since 1981 and is a founding partner of LexInvest Wealth Advisors. He is a graduate of the University of Kentucky with a BA in economics and served four years as an officer in the United States Navy. He has been involved in all facets of the investment business as a broker, chief compliance officer and principal of a broker-dealer.  He and his wife, Susan, live in Lexington and spend the bulk of their leisure time with their grandchildren and on the golf course

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(859) 479 - 3174

Investment Adviser Representative

Registered Representative

Dale White

Dale began his career as an investment advisor in 1971 after attending the New York Institute of Finance and now celebrates 50 years serving his valued clients.  He is a graduate of the University of Kentucky with a BA and MA and served four years active duty and 22 years as a reservist in the US Air Force, and retired as a Lt. Colonel.  He is a founding partner of LexInvest Wealth Advisors where he has complete independence to advise and service his clients in an unbiased way that reflects our client’s best interests, long term investment needs and financial goals.  Dale is an avid skier and fly fisherman and enjoys world travel

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(859) 479 - 3175

Investment Adviser Representative

Registered Representative

Phil Elliott

Phil has been in the securities industry since 1985 is a founding partner of LexInvest Wealth Advisors.  He specializes in helping his clients maximize their current and future income through personalized asset allocation. Phil received his BA in Accounting from the University of Kentucky in 1984.  When he is not working, he enjoys golf, horse racing, and more importantly, spending time with his grandchildren

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(859) 479 - 3176

Investment Adviser Representative

Registered Representative

ADMINISTRATION
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Sarah Sheets

(859) 479 - 3185