Billy Lanter, CFP®, CTFA, AIF®

Billy Lanter, CFP®, CTFA, AIF®

Fiduciary Investment Advisor & Director of Sales

Billy Lanter joined American Trust in 2007 and serves as a Fiduciary Investment Advisor as well as Director of Sales.  With over 17 years of experience in Wealth Management, he is responsible for developing and executing investment strategies for individual and institutional clients as well as creating, implementing and monitoring financial planning solutions for high-net worth families. He also serves as a voting member of the Wealth Management Trust Investment Committee.

Mr. Lanter earned a BBA in Finance and a BS in Accounting from the University of Kentucky. He also served six years in the Kentucky Army National Guard as a Staff Sergeant spending time on both active and reserve status. Billy has attained several professional designations throughout his career, including the CERITIFED FINANCIAL PLANNER (CFP® ) designation in 2010, the Accredited Investment Fiduciary (AIF® ) designation in 2008 and the Certified Trust Financial Advisor (CTFA) designation in 2013.  An expert in the financial industry, Mr. Lanter has appeared as a featured guest on Bloomberg radio and as well as being quoted in various media outlets including the Wall Street Journal, USA Today and US News.

Mr. Lanter is an active member of the community serving on multiple boards and was recognized as Commerce Lexington’s 2017 Volunteer of the Year.  He is a passionate volunteer teacher through Junior Achievement primarily focused on Financial Literacy. Mr. Lanter also participates in various leadership programs having completed Leadership Lexington, Leadership Central Kentucky and served as past Chair of the Leadership Lexington Youth Program.  In his spare time, Billy enjoys hiking, martial arts and traveling with his wife and two daughters.

Office Location: 2525 Harrodsburg Rd., Ste. 300, Lexington, KY 40504.