Thomas B. Kessinger III
Tom Kessinger III, President of Hilliard Lyons
Opening Remarks (under 30 minutes) at Techfest Aug. 16th Breakfast
Kessinger, 47, is from Lexington, Kentucky, where he graduated from Tates Creek High School in 1989. After graduating with a BS in accounting in 1993 from the University of Kentucky, he joined his grandfather at Hilliard Lyons as a Financial Consultant. During the next 15 years (until his grandfather retired), Kessinger grew an existing book of business from $80 million to over $350 million in assets.
Today, Kessinger leads the Kessinger-Lee Financial Group, a six-person team in the firm’s Lexington-Beaumont office that manages assets exceeding $440 million. The team brings together the firm’s unique resources of portfolio management, trust services, financial planning, and risk management to provide comprehensive wealth management to high-net-worth clients. As Kessinger transitions fully into his new role, his team members in Lexington will assume responsibility for serving his clients.
Kessinger graduated from the Chartered Wealth Advisor program in 2004, from the Securities Industry Institute at Wharton Business School in 2006, the Preferred Portfolio Management Course in 2014, and the Wealth Planning Essentials program at Wharton Business School in 2016.
Kessinger was named as an On Wall Street Top 40 under 40 Advisor in 2007 and 2008.