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Our financial advice team


Trisha Abney

Trisha Abney

APMA®

Financial Advisor

The Abney Financial Group
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
  • Investment Management
  • Insurance
  • Charitable Giving
  • Sustainable and Responsible Investing
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investments
  • Family Finances

Interests

  • Camping
  • Vintage
  • Clothes
  • Theatre
  • Local Food
  • Traveling
  • Bourbon

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • Series 7
  • Series 66
  • Life Insurance

Education

  • Bachelors of Science, Sullivan University, 2013

Previous experience

  • Financial Advisor, Merrill Lynch, Louisville, KY, 2014-2018
  • Assistant General Manager, Flanagan's Ale House, Louisville, KY, 2013-2014

Community participation

  • National Association of Women Business Owners Board of Directors 2017-2020
  • Greater Louisville, Inc.