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portrait of Lenora T Trachsel
FINANCIAL ADVISOR

Lenora T Trachsel

CFP®, AAMS™
201 Boston Square, Georgetown, KY 40324opens in a new window
Accepting New Clients
CallSend Me a Message

About Lenora

I help my clients prioritize and reach their financial goals by building strategies to handle even their most unique or complex wealth needs.

After graduating with my finance degree, I began my 20-plus year career as an Edward Jones financial advisor by knocking on 1,000 doors to introduce myself to my new community. The diligent commitment to my clients only intensified as I built a larger than average staff to foster more in-depth, personal connection, and therefore, more meaningful results.

My clients often represent multiple generations, and continue to trust my depth of experience. I have earned the CERTIFIED FINANCIAL PLANNER™, CFP®,...

Focus Areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies

Work History

  • Edward JonesSeptember 1988 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • University of Central MissouriBachelors

Personal Interests

  • Traveling
  • Sports Enthusiast
  • Spending Time with Family
  • Golfing
  • Personal Fitness

Team Members

  • Christopher Fogle
    Associate Financial Advisor
  • Courtney Mullins
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:30PM
Sat Closed
Sun Closed

Phone

(502) 863-2057

Fax

(888) 203-8256

Office Address

201 Boston Square
Georgetown, KY 40324opens in a new window

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