Hilliard Lyons, head quartered in Louisville, Kentucky, is a 164 ye old investment firm that has been in business continuously since 1854. It has offices throughout the Midwest from Michigan to Louisiana, as far East as the Carolinas and Georgia, and as far West as Missouri and Arkansas. Since they bought themselves back from PNC Financial Services Group in 2008however, they have not had an office in Pennsylvania. Until this year that is. In Januar 2018, Jeff Nedley and Susan Marshall both moved from PNC Investments to join Hilliard Lyons. They opened their new office just off Racetrack Road in Washington, Pennsylvania. The new office, located at 100 Adios Drive, opened January 11th. A Grand Opening celebration was held on May 16th to thank ar ARD LYONS Marshall Wealth Advisors clients and friends for all their support Hilliard Lyons, a Wealth Management Firm, Celebrates Grand Opening at New Racetrack Road Location Jeff Nedley and Sue Marshall have each been Financial employees. Because of this, clients and advisors alike Advisors for more than 25 years. In early 2017, they find a customized experience in all that they do. Just like both learned independently that the other was talking any firm in the financial industry, Hilliard Lyons has to Hilliard Lyons about opening an office in the aea egal and compliance regulations to adhere to. That Jeff and Sue had explored working together years before, doesn't mean they have to make things difficult for but the opportunity and timing werent right. They had lients or advisors, and they don't both been Hilliard Lyons' employees while the company was still owned by PNC, so they knew their culture and Jeffand Sue are able to help clients with every aspect of reputation in the industry. After spending approximately their financial lives. They are also very excited about the 9 months of going over all the aspects of joining forces opportunities available at Hilliard Lyons, and expanding they moved back to Hilliard Lyons to open their office. their business into areas like qualified retirement plans Two other colleagues came with them to help run the ch as 401Ks and other defined contribution plans. new operation. Nancy Isiminger joined as the head Customer Service Associate. Nancy worked with Jeff but Hilliard Lyons offers their advisors support and for 20 years, so she was able to continue caring for his expertise in this rapidly evolving area to better help clients. She is now getting to know Sue's clients. They are businesses and their employees handle the complex really pleased and comfortable with the personal care she issues around retirement. uses when assisting their needs. Nancy has 44 years of experience in Financial Services and is well known in the Another area, that Jeff and Sue can help clients navigate, area, where she has lived most of her life. Amy Fox has ar the complexities of buying or selling a business. 10 years of experience in financial customer service. She illiard Lyons has expertise in valuations, transition hopes to become a Licensed Customer Service Associate. options, transaction execution, and payout planning. Fox had also joined the new office in January. GRAND OPENING GRAN Many companies are moving away from this market, Jeff Nedley and Sue Marshall cut the ribbon, celebrating the grand opening of their new location just off Racetrack Road. Business owners can now have not only guidance, but results in various business transactions working with this local team. Questions about Hilliard Lyons Wealth Advisors? Contact them at (724) 222-9512 When asked why they were looking to move, both had similar answers which boiled down to "freedom Freedomto offer their clients the best service, the most hem at Hilliard Lyons Nedley Marshall Weath Ad 00 Adios Drive, Suite 1100 appropriate investment vehicles, convenience, and a relationship not inhibited by bureaucracy. Hilliard Lyons has a reputation as being both client centric and advisor centric. Their motto is "our bestThey keep your best interest and ease of doing business facebook.com/NedleyMarshallHL investment is you, meaning both their clients and Washington, PA 15301 visors would like to invite everyone to come in and see their new office, meet the staff, and see what a difference a friendly, dedicated team of people can make. isit us online at NedleyMarshall.hilliard.com Like us on Facebook at n mind.