ADVISORS

Greg Williamson II

Greg joined LexInvest Wealth Advisors in 2018 and has held various roles in the financial services industry since 2000.  He spent the prior 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 to leverage his financial market expertise and advise his clients through their financial lives. He lives in Lexington with his wife and two children

Investment Adviser Representative

Registered Representative

Greg Williamson

greg@lexinvest.com

(859) 479 - 3174

Investment Adviser Representative

Registered Representative

Dale White

dale@lexinvest.com

(859) 479 - 3175

Investment Adviser Representative

Registered Representative

Phil Elliott

phil@lexinvest.com

(859) 479 - 3176

Investment Adviser Representative

Registered Representative

Louis Haggin

louis@lexinvest.com

(859) 479 - 3177

Investment Adviser Representative

Registered Representative

ADMINISTRATION

Debbie Stringer

debra@lexinvest.com

(859) 479 - 3180

Sarah Sheets

sarah@lexinvest.com

(859) 479 - 3185

LexInvest Wealth Advisors  |  2365 Harrodsburg Road, Suite B100  Lexington, KY 40504  |  www.lexinvest.com  |  (859) 479 - 3160

Securities and investment advisory offered through Sunbelt Securities, Inc. Member of FINRA, SECMSRB and SIPC  Above is intended for informational purposes only, it is not a solicitation to sell/offer or to buy, is obtained from sources believed to be reliable, and accuracy and completeness is not guaranteed. Sunbelt Securities, Inc. is not responsible for the marketability/price performance of any mentioned securities. Opinions expressed are the author's and subject to change without notice. Prices and availability are subject to change. Sunbelt Securities, Inc. does not provide tax or legal advice. Please consult your tax or legal professional for such services.  Please call 713-965-9510 with any questions.

Broker Check.png