LEXINGTON, Ky. — Nicole Record has joined Community Trust Investment’s Wealth and Trust Management team as a relationship officer for Private Wealth Services, Andy D. Waters, president and CEO of CTIC, announced Wednesday.
As a key member of Private Wealth Services, Record’s responsibilities include overseeing client relationships, administering trusts and assisting with legacy planning. Her office is located at 100 East Vine Street in downtown Lexington.
Record earned a bachelor’s of science degree in accounting with a minor in communications from Georgetown College in Georgetown, Ky. She also earned her masters of accountancy from the University of Louisville. She has several years of experience in the industry and has previously held positions as a senior portfolio analyst and senior accountant.
Most recently, Record was president of New Markets Tax Credits for a local nonprofit.
Record grew up in Danville, Ky. and currently lives in Lancaster. In her spare time, she enjoys traveling, being outdoors and spending time with her family and friends.
Add Comment