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We are Community Trust and Investment Company (CTIC), headquartered in Lexington, KY. Our President and CEO is Andy D. Waters. We are one of the largest independent trust companies in Kentucky with assets under management of over $2.1 billion and total assets of $2.4 billion. We are a subsidiary of Community Trust Bancorp Inc., which traces its roots back to 1903, its trust powers back to 1936, and its brokerage services back to 1998. Community Trust Bancorp, Inc. (CTBI) is an independent, Kentucky-based bank holding company and is headquartered in Pikeville, Kentucky. Community Trust owns a well-earned reputation for honesty and integrity. Clients have trusted our parent company with their financial affairs for over a century, and CTIC continues that tradition.
Opal Wealth Advisors, LLC, is a financial services firm located in Long Island, New York. Established in 2019, the company is registered as an investment adviser with the U.S. Securities and Exchange Commission. It is led by Lee Korn, Joseph N. Filosa, and Jesse Giordano, and serves as a successor to Blaise Advisors, LLC. The firm provides a variety of financial services, including personalized financial planning, investment management, and consulting. Their approach, known as the "Opal Way," focuses on helping clients clarify their financial goals and develop tailored plans to achieve them. Opal Wealth Advisors caters to a diverse clientele, including pre-retirees, women, entrepreneurs, and financial advisors, offering specialized resources and support for each group. The company emphasizes personalized attention and provides additional resources through its OPAL+ program to enhance client service.
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