LOUISVILLE – Louisville-based Hilliard Lyons had two of its advisors named to Barron’s annual “America’s Top 1,200 Financial Advisors” list this week. One is from Kentucky and one from Tennessee. These rankings are based on data from thousands of the highest-performing financial advisors in the United States.
“We are thrilled to see two of our outstanding financial consultants recognized again this year,” said Jim Allen, Hilliard Lyons’ Chief Executive Officer. “Since Hilliard Lyons opened its doors 163 years ago, providing high-quality service to our clients has been a vital part of the foundation of our firm. These advisors represent an elite group and are true industry leaders. They exemplify the exceptional quality and service that all Hilliard Lyons advisors continually strive to deliver.”
For the seventh consecutive year, Mitch Settle was named to Barron’s list of top financial advisors. Settle, a Financial Consultant in Hilliard Lyons’ Owensboro branch, is also a Senior Vice President and a member of the firm’s CEO Council. He ranks # 3 on Barron’s list of top financial advisors in Kentucky (up from # 8 last year). Settle and his team offer financial planning, retirement planning, and estate planning for businesses and individuals.
For the fifth consecutive year, Elias “Yaz” Hassan was named one of Barron’s Top 1,200 Financial Advisors. Ranked # 11 this year on the list of top financial advisors in Tennessee, Hassan is a Financial Consultant with the Hassan Oldham Investment Group in Murfreesboro, a Senior Vice President of Hilliard Lyons, and member of the firm’s CEO Council.
About the rankings
Each year, Barron’s ranks the nation’s best financial advisors on the basis of client assets, revenues generated, and the quality of practice. Nominees provide over 100 data points that Barron’s considers in evaluating advisors. On average, the top 1,200 advisors and their teams serve 518 households representing $2.3 billion in assets.