Wealth Strategies

Karen Chowning
Administrative Assistant
502-588-8669
KChowning@Hilliard.com
Karen is an Administrative Assistant for Hilliard Lyons Trust Company, LLC. She provides a broad range of administrative support, with a focus on trust and estate planning. Karen has 17 years of experience in the investment industry.

Karen spent over 10 years supporting the Hilliard Lyons Investment Banking department as an Administrative Assistant before joining Hilliard Lyons Trust Company. Before that, she spent 20 years working in the engineering field as an Administrative Assistant. Karen joined Hilliard Lyons in 1999.

Willis W. Hobson, J.D.
Senior Vice President / Trust and Estate Planner
502-588-8655
WHobson@Hilliard.com
Will is a Senior Vice President and Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. He works with Hilliard Lyons Financial Consultants and their clients offering trust and estate planning guidance. Will has 30 years of experience in trust and estate planning and administration. He is a member of the Kentucky and Louisville Bar Associations. He is also a member of the Louisville Estate Planning Council.

Will spent four years with the law firm of Greenebaum Doll & McDonald in Louisville, where he focused primarily on estate administration, estate planning, and trust administration. He holds a B.S. from the University of Tennessee and a J.D. from the University of Louisville. Will joined Hilliard Lyons in 1990.

Johnny Lau
Product Support Specialist
502-588-4150
JLau@Hilliard.com
Johnny is a Product Support Specialist for Hilliard Lyons Trust Company, LLC (HLTC). He provides account opening, closing and reconciliation support for HLTC’s advisory programs. Johnny has 12 years of experience in the investment industry.

Before joining HLTC, Johnny spent 12 years in broker dealer operations at J.J.B. Hilliard, W.L. Lyons, LLC. He worked for 10 years as a Senior Purchase and Sales Specialist and two years as a Settlement Associate. Johnny received a Bachelor’s of Science degree from University of Louisville. Johnny joined Hilliard Lyons in 2005.
 

Chambers Boyd Moore, CTFA
Vice President / Relationship Manager
502-588-8800
CMoore@Hilliard.com
Chambers is a Vice President and Relationship Manager with Hilliard Lyons Trust Company, LLC. She focuses on client service and provides coordination of products and services to clients. She has 11 years of experience in the investment industry. Chambers holds the Certified Trust & Financial Advisor designation and is pursuing the Certified Financial Planner designation. She is a member of the Trust Company’s Strategic Planning Team. 

Before joining the Trust Company four years ago, Chambers was the Corporate Communications Director for Hilliard Lyons. She holds a Bachelor’s degree from Simmons College in Boston and a Master’s degree from The Columbia University Graduate School of Journalism. Current community involvement includes service on the Board of Directors of Women 4 Women.  She is a former board member for The Cabbage Patch and Home of the Innocents.  Chambers joined Hilliard Lyons in 2006.

Ella Neely
Estate Planning Associate
502-588-1733
ENeely@Hilliard.com
Ella is an Estate Planning Associate for Hilliard Lyons Trust Company, LLC. She provides a broad range of support to the trust and estate planning team. Ella has three years of experience in the investment industry.

Ella previously served as an intern at Hilliard Lyons where she reviewed and authorized personal, estate and business accounts to ensure FINRA compliance. She holds a B.S. degree from Lambuth University in Jackson, Tennessee and a J.D. degree from the University of Louisville Brandeis School of Law. During her time at the University of Louisville, she was active with the Journal of Animal and Environmental Law, the Environmental Law and Land Use Society, and the National Moot Court team. Ella also studied at the University of the Pacific McGeorge School of Law in Guatemala. Ella joined Hilliard Lyons in 2013.

Angela M. Purcell
Senior Vice President / Manager of Marketing & Client Service
502-588-8441
APurcell@Hilliard.com
Angie is a Senior Vice President and the Manager of Marketing and Client Service of Hilliard Lyons Trust Company, LLC. She focuses on client service and relationship management as well as the marketing of Trust Company products and services. Angie has 32 years of experience in the investment industry. She holds the Series 7 and 63 securities licenses. Angie is a member of the Trust Company’s Strategic Planning Team.

Angie was previously with the institutional division of Hilliard Lyons, serving as the Director of Marketing and Administration. She has served the firm in marketing, data management, client service, administration, and product development positions. Angie joined Hilliard Lyons in 1984.
 

Chris Staples, J.D.
Senior Vice President / Trust and Estate Planner
502-588-1765
CStaples@Hilliard.com
Chris is a Senior Vice President and Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. He focuses on providing trust and estate planning guidance while interpreting wills and trusts. He has 17 years of experience in trust and estate planning. Chris is Chair of the Trust Company’s Policy and Procedure Committee.

Chris spent 7 years with PNC as a Senior Wealth Planner in Louisville. Before that, he worked for Fifth Third Bank in Cincinnati, Ohio for 5 years in a variety of roles including as Associate Counsel to the Private Client Group. Before that he spent four years as a Law Clerk and Associate for Dodd & Dodd, a Louisville law firm. Chris received a Bachelor of Arts degree from Northern Kentucky University and his J.D. from the University of Louisville. He has served in the U.S. Navy and the Naval Reserves. Chris is a board member for the Home of the Innocents. Chris joined Hilliard Lyons in 2014.

Nicholas Tompkins
Product Support Specialist
502-588-1748
NTompkins@Hilliard.com
Nick is a Product Support Specialist for Hilliard Lyons Trust Company, LLC.  He provides account opening, closing and reconciliation support for HLTC’s Separately Managed Accounts program.  Nick has nine years of experience in the banking and trust industry and spent four years as a Trust Operations Associate for Hilliard Lyons Trust Company.  Nick holds the Series 7 securities license.

Nick spent three years as a teller at Stock Yards Bank & Trust Company.  Before joining Hilliard Lyons Trust Company, he work in the mutual fund trading area of affiliate, J.J.B. Hilliard W.L. Lyons, LLC.  Nick received a Bachelor’s of Arts degree in Finance from Murray State University.  Nick joined Hilliard Lyons in 2010. 

James W. Turner, Jr., J.D., LL.M., CFP®, CExP™
Senior Vice President / Trust and Estate Planner
502-588-1218
JWTurner@Hilliard.com
Jim is a Senior Vice President and Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. He focuses on providing trust and estate planning guidance while interpreting wills and trusts. He has over 25 years of experience in trust and estate planning and administration. Jim is a Certified Financial Planner® and holds the Series 7 and Series 66 securities licenses. He is a member of the American, Kentucky, and Louisville Bar Associations. Jim is also a member of the Trust Company’s Strategic Planning Team.

Jim spent 11 years with National City Bank and its successor, PNC Bank, in trust and estate planning. Before that, he worked for 12 years in private practice as an estate planning and tax attorney for several Louisville law firms, including Sturm Paletti & Wilson and Goldberg Simpson. Jim holds a B.S. degree from Vanderbilt University, a J.D. degree from the University of Memphis, and an LL.M. in taxation from Boston University. Jim is a board member for the Estate Planning Council of Louisville, the Donors Forum of Louisville, the Center for Nonprofit Excellence and the Louisville Youth Philanthropy Council. He is also chair elect for the Norton Healthcare Foundation. Jim joined Hilliard Lyons in 2011.


Jeffrey D. Uhling, J.D., LL.M.
Senior Vice President / Trust and Estate Planner
502-588-8466
JUhling@Hilliard.com
Jeff is a Senior Vice President and Trust and Estate Planner for Hilliard Lyons Trust Company, LLC. He focuses on providing trust and estate planning guidance while interpreting wills and trusts. He has 31 years of experience in trust and estate planning and administration. Jeff is a member of the Kentucky and Louisville Bar Associations.

Jeff spent nine years with the Presbyterian Church (USA). Before that, he spent five years in the Trust Department of PNC Bank and five years in private practice. He holds a B.S. degree from the University of Kentucky, a J.D. degree from the University of Louisville, and an LL.M. in taxation from the University of Miami. Jeff joined Hilliard Lyons in 2004.