Investment Services at Kentucky Bank

Many people consider rolling over their 401(k) dollars when they change jobs or retire. Depending on your financial goals, your age and your investment strategy, it may make financial sense to roll over some of your assets while you’re still working and contributing to a 401(k) plan. We can help you determine if a rollover fits with your overall retirement savings strategy. Using our exclusive Confident Retirement® approach, we’ll work together to identify personalized financial strategies that can evolve over time. Together, we can help you work toward your financial future with more confidence.


Michael Estes

Michael Estes


Program Manager

Vice President
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Robert Davis

Financial Advisor

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Cathy Greene

Registered Client Associate

Roles & Responsibilities

  • Client Service
  • Client Onboarding
  • Money movement and disbursements
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