WealthSouth is a division of Farmers National Bank of Danville, offering concierge financial services with a local and community-focused approach. With over 100 years of service in Kentucky, WealthSouth is one of the largest locally operated firms, managing $3.5 billion in assets under advisement. Their team of experienced professionals provides personalized and relationship-focused service, delivering customized solutions to meet the unique needs of their clients.
Through their investment planning process, WealthSouth incorporates various factors such as cash flow needs, taxes, estate plans, risk tolerance, and overall expenses to create effective solutions. They also offer institutional services, trust and investment management, as well as commercial banking services, including real estate lending, construction lending, and term loans. With a commitment to accessibility and a deep understanding of the communities they serve, WealthSouth strives to deliver financial services that prioritize their clients' success and well-being.
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