ADVISORS
Cabot Haggin
Cabot graduated from the University of Kentucky in 2015 and held positions in business development and corporate strategy before joining LexInvest Wealth Advisors in January of 2023. Cabot currently holds his Series 7, 63 and 66 licenses.
(859) 229-4738
Investment Adviser Representative
Registered Representative
Louis Haggin
Louis has worked in the securities industry since 1983 and is a founding partner of LexInvest Wealth Advisors. After spending four years in Chicago as an independent trader on the floor of the Chicago Board Options Exchange, Louis returned home and has since served his clients to help reach their investment goals. Louis graduated from Vanderbilt University in 1982.
(859) 479 - 3177
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
(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
(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
(859) 479 - 3176
Investment Adviser Representative
Registered Representative
