Key professionals, Louisville

Sheree L. Bollinger

Vice President - Investments

Mrs. Bollinger helped create the discount brokerage unit at Liberty National Bank. She worked in the bond department in the bank's Money Management Group and became Vice President of the Private Client Group. She joined Prudential Securities a predecessor firm of Wachovia in 1997 until she joined First Kentucky Securities in 2005. Mrs. Bollinger attended Western Kentucky University and is part of the team at 1st K Wealth Group.
Dial Direct: 502-893-7132 or Email

Karen T. Fenwick

Financial Advisor

Mrs. Fenwick has served investors as a financial advisor, compliance officer and customer operations specialist for nearly thirty years. She holds licenses with the National Association of Securities Dealers and is an approved investment advisor representative in the state of Kentucky. Mrs. Fenwick is an expert at developing and managing administrative systems and customer service protocols that provide clients high quality, efficient, professional service. She moved to First Kentucky along with her husband in October 2005 and is a part of the team at Fenwick Investment Partners.
Dial Direct: 502-893-7382 or Email

William C. Fenwick, Jr.

Senior Vice President - Accredited Asset Management Specialist

Mr. Fenwick is an Accredited Asset Management Specialist (AAMS) with extensive leadership and financial management experience. A University of Kentucky graduate and retired Marine Corps Major, Jr. Fenwick is a former chairman of the Budget and Finance Committee of the Jefferson County Republican Party as well as its former Treasurer and lifetime member of the Marine Corps Reserve Officers Association. He has served as branch manager of local investment firms and now devotes his time to the individual needs of his clients. Mr. Fenwick joined First Kentucky Securities in October 2005 and is a part of the team at Fenwick Investment Partners.
Dial Direct: 502-893-7299 or Email

James Kane

Financial Advisor - Investments

Mr. Kane has been a financial advisor for over 30 years. He served his country in the army as a sergeant from 1943-1946. Afterwards he began working at the family company of Kane Manufacturing until it was sold in 1970. He continued on as a consultant until 1976. Not really wanting to retire he began to investigate other career opportunities. He chose Prudential-Bache Securities as a second career in 1978. He counsels clients on retirement planning and personal investment strategies. He applies his many years of experience in the markets to current situations. Mr. Kane is a graduate of MIT and part of the team of 1st K Wealth Group.
Dial Direct: 502-893-7189 or Email

Bruce E. McCrea

First Vice President - Investments
Portfolio Manager

Mr. McCrea is an Investment Advisor and Portfolio Manager with over 25 years of successful experience building equity for clients. He graduated with a degree in economics and an MBA from the University of Louisville and spent five years as a faculty member teaching economics. He has been with several different brokerage firms, beginning his career at Merrill Lynch in 1979. Mr. McCrea and his team left Wachovia in 2005 to join First Kentucky Securities and is now part of the team at 1st K Wealth Group.
Dial Direct: 502-893-2752 or Email

Jack Moss, Jr.

Financial Advisor

Mr. Moss began his brokerage career at Dean Witter Securities in 1995. His field of expertise is in Managed Money Products. He is a graduate of Bellarmine University. He came onboard with First Kentucky Securities in the fall of 2005.
Dial Direct: 502-893-7105 or Email