Louisville, KY Office

Brian Dawahare is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Integrated Wealth Concepts since 2019 and has prior experience at LPL Financial and Independent Financial Partners. Outside of advisory work, he owns BD BITTERING CO., a small business that supplies bar and restaurant mixer products. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios and a combination of internally managed and third-party strategies with a primarily long-term investment approach.

James Dortch is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners. Dortch has an ownership interest in a business called AUTO WASH USA. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach while utilizing shorter-term trades for rebalancing or cash needs.

Rickie Williams is a financial advisor with Integrated Wealth Concepts LLC in Louisville, KY, holding a Series 63 license and 27 years of industry experience. His career includes roles at LPL Financial and Independent Financial Partners, as well as running a CPA practice for 30 years. He serves on the board of the Kentucky Municipal Power Agency and is a member of the advisory committee at 1st Southern National Bank. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing customized portfolios and a combination of internal management and third-party asset managers.

Hubert Griffin III is a financial advisor with Integrated Wealth Concepts LLC, holding a Series 66 credential and three years of industry experience. His prior work includes positions at Ameriprise and LPL Financial, as well as involvement with the Louisville Orchestra and academic roles at the University of Louisville and Spalding University. Outside of finance, he is a business owner of a family dental practice and operates a fundraising and marketing venture. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios with a long-term investment approach and employing a variety of mutual funds, ETFs, equities, and fixed income.