Yellow Cardinal Advisory Group
Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc. dba Yellow Cardinal Business Succession Services Yellow Cardinal Mergers & Acquisitions Services for Business Owners and Individual Personal Wealth Options We provide comprehensive wealth solutions for you, your family, and your business. If you want someone that listens and understands your situation and the complexity of different goals, we are here. Whether it’s passing along or selling the family business, creating a trust, planning for a secure retirement, or building wealth to pay for future needs, our team is equipped to serve you. With offices throughout Ohio, Kentucky, Indiana, and Illinois, our solutions include: Personal Services:¹ • Financial planning • Trust and estate • Investment management Business Services: • Mergers & acquisitions² • Business succession planning² • Retirement plan services¹ - Learn more and view important disclosures here: https://bit.ly/3AE1quU¹ Yellow Cardinal Advisory Group – Our advisors have always treated our clients as distinct individuals and will assist you in accomplishing your personal wealth goals. Our team offers support and guidance covering topics such as Financial Planning, Investment Management, and Trust and Estate Services. Our team learns about your situation and provides a personalized plan that can help you accomplish your goals. - Learn more and view important disclosures here: https://bit.ly/4dGEc5C² Yellow Cardinal M&A Services – A dedicated team who focuses solely on Mergers and Acquisitions and Business Succession Planning. Our team will advocate for you so that you can maximize the value of your business and help make sure you are able to exit your company on your terms. They’ve spent their careers honing their skills to help you figure out the best way to exit while helping you get a great value for your business.
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Verified contacts
39
available on Kipplo
LinkedIn employees
38
51 to 200 range
Open roles
—
no listings
Distinct roles
26
indexed titles
Tech stack
10
tools in use
Monthly traffic
60K
organic / mo
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Decision-makers and verified team members
39 contacts with verified email or phone · masked until revealed.
- CR
Carter Ruml
Director, Wealth Strategy · Other
EmailPhone - DL
David Liles
Director, Wealth Strategy and Administration · Finance & Accounting
EmailPhone - SF
Stephen Ford
Managing Director · General Business & Management
EmailPhone - AB
Adrianne Bond
Vice President and Fiduciary Officer Yellow Cardinal Advisory Group a First Financial Company · Finance & Accounting
EmailPhone - LE
Leigh Edwards
Regional Manager Wealth Advisory Services · Sales & Business Development
EmailPhone - NH
Nader Harb
Digital Product Manager · Sales & Business Development
EmailPhone - AC
Annette Curry
Wealth Associate · Finance & Accounting
EmailPhone - BR
Brittany Rieck
Wealth Advisor Iii · Finance & Accounting
EmailPhone - DD
Dave Dickson
Financial Advisor · Finance & Accounting
EmailPhone
Showing 9 of 39 verified contacts
Top roles at Yellow Cardinal Advisory Group
26 distinct titles indexed · top 10 shown.
- 5wealth associate
- 4wealth advisor
- 2compliance manager
- 2investment information systems analyst
- 2vice president and fiduciary officer yellow cardinal advisory group a first financial company
- 2wealth advisor iii
- 1& -
- 1digital product manager
- 1director of equities
- 1director, succession & exit planning
- +16more titles
Sign up to unlock all 39 contacts at Yellow Cardinal Advisory Group
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