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Brian L. Agee

Brian L. Agee

Senior Vice President, Financial Advisor

A graduate of Centre College in Danville, KY, Brian brings over 40 years of wealth management experience to assist a variety of affluent clients, including entrepreneurs, retirees, and business owners in need of professional financial guidance.

Brian’s primary responsibility is fully understanding a client’s appropriate level of risk based on time horizon, financial goals, and market conditions.  Based on these factors Brian focuses on complex and unique client needs, such as comprehensive financial planning, trust and estate structuring, and reviewing tax returns.  By exploring and finding what is most important in clients’ lives, Brian is able to understand the goals for their family, lifestyle, business, and retirement, resulting in customized financial solutions and strategies to help achieve these goals.     

Originally from Huntington, WV Brian and his wife, Susie, have two sons.  He enjoys reading, hiking, sailing and relaxing with family and playing with his 3 dogs.  Brian has previously served on the board of directors for various charitable organizations, including American Red Cross Central Appalachia Region and Big Brothers Big Sisters of the Tri-State. He has served as a deacon and an elder in his local church and is currently serving as the church’s trustee.

"Wealth is rarely created on accident. The foundation for "wealth" is built on disciplined and intentional financial planning."