Frank Hill

CFP®

Senior Financial Advisor, Advanced Planning Specialist, Partner

502.882.4603

502.727.0413

Frank Hill is a Senior Financial Advisor and Partner at Meritrust Wealth Management.

Frank has extensive experience, of more than 25 years, in Financial Planning and Wealth Management. He is a Certified Financial Planner Practitioner serving a clientele of predominantly high-net-worth individuals and business owners, with a focus on financial and estate planning strategies. His expertise lies in helping business owners as they work toward successfully exiting their businesses. Clients rely on Frank to provide them with a full range of financial products and investment advisory services. Prior to merging his company with Meritrust in 2007, Frank privately practiced wealth management for 15 years. Frank enjoys travel, golf, tennis and spending time with his twin daughters, Tori and Tate.

Ask me About:
  • How to earn a better rate of return while taking less risk
  • How to pass more wealth to your family while not impacting your lifestyle
  • How to keep more of what you make and send less to Uncle Sam
  • Why you should consider saving your income and spending your savings

Education
  •  Indiana University, BS in Finance
Registrations & Licenses
  • Series 6*
  • Series 7*
  • Series 63*
  • Series 65*
  • Life and Health Insurance
Professional Affiliations
  • Forum 400
  • KY Association of Insurance and Financial Advisors
  • Estate Planning Council of Louisville
Related Services
  • Personal Financial Planning
  • Personal Insurance Services
  • Investment Management
  • Wealth Preservation
  • Business Owner/Executive Services
  • Business Succession Planning

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.