DP Team Members

John Deglow joined the company as a Fiduciary Investment Advisor in 2016. He has over 25 years of financial planning and investment advisory experience working with financial advisors and high-net-worth clients. As Director of Wealth Strategies at Hilliard Lyons, Mr. Deglow built and managed the firm’s Financial Planning platform, helping many “investment brokers” become better comprehensive, client-centric financial advisors. He has also taught personal finance courses at Western Kentucky University and has spoken at various national conferences on financial planning topics.

 

Mr. Deglow received a BA degree in Molecular Biology from Vanderbilt University in 1988. He also holds the Certified Financial Planning and Accredited Investment Fiduciary designations.

 

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

Mero J. Capo

Mero J. Capo

Mero Capo is a seasoned advisor with decades of experience guiding organizations and individuals toward long-term financial security. As Senior Vice President at American Trust Wealth, he specializes in retirement plan consulting, fiduciary guidance and investment...

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Justin Morgan, QPFC, QPA, QKA, AIFA®

Justin Morgan, QPFC, QPA, QKA, AIFA®

Justin Morgan is a Fiduciary Investment Advisor and Director - Fiduciary Consulting at American Trust Wealth. He joined the organization in 2005 and has over 20 years of experience providing retirement planning in the financial services industry. Justin serves...

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Sandy Merrick

Sandy Merrick

Sandy Merrick is the Senior Trust Administrator.  She has been with the company for 23 years and has over 40 years of experience in the Trust and Wealth Management industry. She is responsible for the daily processing of transactions for the accounts and maintaining...

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Kevin Avent, CFP®, AIF®

Kevin Avent, CFP®, AIF®

Mr. Avent is the Managing Director of Wealth Management at American Trust Company. He has been with the company for 16 years. He has over 22 years of investment experience creating, implementing and monitoring high level solutions for wealth management clients. Mr....

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Billy Lanter, CFP®, CTFA, ATFA, AIF®

Billy Lanter, CFP®, CTFA, ATFA, AIF®

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...

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