Diane Medley

CPA-ABV, CGMA

Managing Member

502.882.4303

Diane Medley is the Managing Member of Meritrust Wealth Management. She co-founded Meritrust in 1999 and Mountjoy Chilton Medley LLP in 2010.

Diane leads the firm in achieving its vision and mission around helping people and navigating complex financial planning opportunities to achieve financial well-being.  Her extensive background in leading a top 100 regional accounting firm and serving clients in a variety of financial areas for over 30 years serves her well in recognizing the needs and opportunities of the financial planning clients of Meritrust.  While at MCM, she led the firm through several mergers and acquisitions, making MCM the largest CPA firm in the region with approximately 350 employees across five locations, including offices in Louisville and Lexington, Kentucky; Indianapolis and Jeffersonville, Indiana; and Cincinnati, Ohio.  Today, Meritrust serves clients across this same footprint.

After graduating from Meade County High School in 1973, Diane attended the University of Louisville and graduated with a B.S. in Commerce in 1980 with Highest Honors. She was the class Valedictorian of the School of Business and Outstanding Senior in Accounting.

Ask me About:
  • My recent travels in the US and abroad
  • My children and grandchildren
  • My passion for Louisville and Southern Indiana and their economic future

 

Education
  • Bachelor of Science, Commerce with a Focus in Accounting
  • Valedictorian School of Business and Outstanding Senior in Accounting graduating with Highest Honors, University of Louisville, Louisville, KY
Professional Affiliations & Community Involvement
  • In-coming Chair and Executive Committee Member, Kentucky Chamber of Commerce
  • Treasurer and Member, UofL Board of Trustees
  • Finance Chair and Board Member, University of Louisville Health
  • Former Chair and Executive Committee Member, University of Louisville
  • Board Member, Past Chair, One Southern Indiana
  • In-coming Chair, State Board of Accountancy
  • Board of Directors, The Ogle Foundation
  • Board Member, Brinly-Hardy Inc.
  • Board Member, University of Louisville School of Business Advisory
  • Member, Indiana Chamber of Commerce
  • Membership Chair and Member, International Women’s Forum
  • Former Chair and Treasurer, Greater Louisville, Inc. Metro Chamber
  • Member, Kentucky Society of Certified Public Accountants (KyCPA)
  • Alumni, Leadership Kentucky, 2015
  • Alumni, Leadership Louisville, 2008
  • Member, American Institute of CPAS (AICPA) 8
  • Member, National Association of Women Business Owners (NAWBO)
Awards & Recognitions
  • Inductee, Junior Achievement Hall of Fame, 2017
  • Winner, Today’s Woman Most Admired Woman Award, 2016
  • Winner, The UofL Entrepreneurship Circle of Fame Award, 2016
  • Alumna Fellow of the Year of the University of Louisville, 2015
  • Winner, Women Leading Kentucky Martha Layne Collins Leadership Award, 2015
  • Winner, Business First Enterprising Woman of Achievement Award, 2014
  • Winner, NAWBO‘s Business Owner of the Year Award for Large Businesses, 2014
  • Winner, Tower Award for Business, 2009
  • Winner, Business First Who’s Who in Finance and Accounting, 1995
  • Winner, University of Louisville Beta Alpha Psi Accounting Fraternity Outstanding CPA Award, 1987
  • Winner, University of Louisville Beta Alpha Psi Accounting Fraternity Outstanding Alumnus Award, 1993
  • Winner, Kentucky Society of CPAs Award for Highest Grades on May 1981 CPA Exam, 1981
  • Winner, Elijah Watt Sells Award for National High Distinction on May 1981 Exam, 1981
Registrations & Licenses
  • Certified Public Accountant (CPA)
  • Accredited in Business Valuation (ABV)
  • Corporate Global Management Accountant (CGMA)
  • Series 7* License
  • Series 66* License

Disclosure

Securities offered through Kestra Investment Services, LLC, (Kestra IS) member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (KestraAS). Kestra IS and Kestra AS are affiliated entities. Kestra IS and Kestra AS are not affiliated with Meritrust Wealth Management. Investor Disclosures https://bit.ly/KF-Disclosures.