HOME ADVISORY BROKERAGE OUR PEOPLE LOGIN ADVISORS Greg Williamson II Greg is a founding partner of LexInvest Wealth Advisors and has held various roles in the financial services industry since 2000. He spent 16 years advising institutional clients in the debt capital markets. He served as a Director in Asset-Backed Finance at Wells Fargo Securities, and has held similar roles at Bank of America Merrill Lynch, JP Morgan, and E*TRADE. Greg graduated from Wake Forest University with a BS in Analytical Finance and earned his MBA from the Fuqua School of Business at Duke University. After a successful investment banking career, Greg has returned to his hometown of Lexington, KY where he lives with his wife and two children greg.williamson@lexinvest.com (859) 479 - 3171 Investment Adviser Representative Registered Representative Greg Williamson Greg has been in the securities industry since 1981 and is a founding partner of LexInvest Wealth Advisors. He is a graduate of the University of Kentucky with a BA in economics and served four years as an officer in the United States Navy. He has been involved in all facets of the investment business as a broker, chief compliance officer and principal of a broker-dealer. He and his wife, Susan, live in Lexington and spend the bulk of their leisure time with their grandchildren and on the golf course greg@lexinvest.com (859) 479 - 3174 Investment Adviser Representative Registered Representative Dale White Dale began his career as an investment advisor in 1971 after attending the New York Institute of Finance and now celebrates 50 years serving his valued clients. He is a graduate of the University of Kentucky with a BA and MA and served four years active duty and 22 years as a reservist in the US Air Force, and retired as a Lt. Colonel. He is a founding partner of LexInvest Wealth Advisors where he has complete independence to advise and service his clients in an unbiased way that reflects our client’s best interests, long term investment needs and financial goals. Dale is an avid skier and fly fisherman and enjoys world travel dale@lexinvest.com (859) 479 - 3175 Investment Adviser Representative Registered Representative Phil Elliott Phil has been in the securities industry since 1985 is a founding partner of LexInvest Wealth Advisors. He specializes in helping his clients maximize their current and future income through personalized asset allocation. Phil received his BA in Accounting from the University of Kentucky in 1984. When he is not working, he enjoys golf, horse racing, and more importantly, spending time with his grandchildren phil@lexinvest.com (859) 479 - 3176 Investment Adviser Representative Registered Representative ADMINISTRATION Sarah Sheets sarah@lexinvest.com (859) 479 - 3185 LexInvest Wealth Advisors | 2365 Harrodsburg Road, Suite B100 Lexington, KY 40504 | www.lexinvest.com | (859) 479 - 3160 Securities and investment advisory offered through Sunbelt Securities, Inc. | Member of FINRA, SEC, MSRB and SIPC Above is intended for informational purposes only, it is not a solicitation to sell/offer or to buy, is obtained from sources believed to be reliable, and accuracy and completeness is not guaranteed. Sunbelt Securities, Inc. is not responsible for the marketability/price performance of any mentioned securities. Opinions expressed are the author's and subject to change without notice. Prices and availability are subject to change. Sunbelt Securities, Inc. does not provide tax or legal advice. Please consult your tax or legal professional for such services. Please call 713-965-9510 with any questions.