Fort Wright, KY Office

Team
Updated today

Client AUM

$257,179,879

Clients

772

Advisors

6

Of 94 advisors across 40 offices

HNW client ratio

Location

909 Wright's Summit Pkwy, Suite 100

Fort Wright KY 41017

Advisors at this office

6

Advisors at this office

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Brian W

Series 63, Series 65

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Brian Witherby is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, Ohio, holding Series 63 and Series 65 licenses with 12 years of industry experience. He has worked at W&S Brokerage Services since 2013 and also serves as a full-time sales agent at Western Southern Life. Additionally, he facilitates courses for the Financial Services Certified Professional designation through The American College of Financial Services. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program. The firm serves individual clients, retirement plans, and institutional accounts, employing a combined quantitative and qualitative due-diligence process with strategic sub-advisory support from Fort Washington Investment Advisors.

ESG / Sustainable investing Tax-loss harvesting
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Rebecca R

ChFC®, Series 63

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Rebecca Reynolds is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH, holding the ChFC® designation and a Series 63 license. She has 13 years of industry experience, including roles at Ohio National Equities and Ohio National Financial Services. Reynolds also works as a full-time sales agent for Western & Southern Life. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that offers the W&S Wealth Solutions wrap-fee asset allocation program. The firm serves individual clients as well as retirement and benefit plan accounts, using a model-based, discretionary investment process supported by sub-adviser Fort Washington Investment Advisors.

ESG / Sustainable investing Tax-loss harvesting
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Henry R

ChFC®, Series 63

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Henry Rossi is a financial advisor with W&S Brokerage Services, Inc. in Cincinnati, OH, holding the ChFC® designation and Series 63 license. He has nine years of industry experience, including roles at W&S Brokerage Services and Western Southern Life. Rossi serves on the Commerce Board at Miami University, a nonprofit position unrelated to securities. W&S Brokerage Services, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that manages a model-based, discretionary wrap-fee asset allocation program. The firm serves individual clients and institutional accounts, combining investment management with broker-dealer and insurance services, and uses a quantitative and qualitative process to select investment options.

ESG / Sustainable investing Tax-loss harvesting
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Alexander M

Series 65, Series 63

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Alexander Merritt is a financial advisor at W&S Brokerage Services, Inc. with one year of industry experience. He holds Series 65 and Series 63 credentials and previously worked with Western & Southern Life as a full-time sales agent. Merritt has a background that includes roles in education and insurance sales. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers the W&S Wealth Solutions wrap fee asset-allocation program, serving individuals, trusts, retirement plans, and other entities through a model-driven, discretionary allocation process with tax-aware and socially conscious investment options.

ESG / Sustainable investing Tax-loss harvesting
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Robert P

Series 65, Series 63

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Robert Pallatroni is a financial advisor with W&S Brokerage Services, Inc. He holds Series 63 and Series 65 licenses and has approximately two years of industry experience. He has also worked as a full-time agent with Western & Southern Life. W&S Brokerage Services, Inc. is a dually-registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset allocation program featuring a range of risk profiles and investment objectives, including socially conscious and tax-aware strategies, serving individuals, trusts, retirement plans, and other entities.

ESG / Sustainable investing Tax-loss harvesting
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Tamara S

Series 65, Series 63

Fort Wright, KY

W&S BROKERAGE Services, Inc.

Tamara Simendinger is a financial advisor with W&S Brokerage Services, Inc., holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining W&S Brokerage Services in 2021, she worked at Ohio Unemployment and the Department of Commerce, and spent over two decades with the American Red Cross. She is active in her community as a board member of the Harrison Mayor's Community Fund, a member of the Greater Harrison Rotary, and a financial literacy presenter to high school students. W&S Brokerage Services, Inc. is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Western & Southern Financial Group. The firm offers a model-driven, discretionary asset allocation program with portfolios tailored to risk profiles and investment objectives, including socially conscious and tax-aware options, combining brokerage, advisory, and insurance services.

ESG / Sustainable investing Tax-loss harvesting
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