David Hulett is a partner in the CFA Kentucky office located in Lexington, Kentucky.  David has considerable experience in investments, strategic planning for business owners and is an experienced entrepreneur.  His advisory skills combine years of investment experience with hands-on knowledge of small businesses.

David has over 25 years experience in the financial services industry during which time he specialized in meshing the business, financial and estate planning for owners of privately held companies. He has performed management and compliance functions for Merrill Lynch and has been a Certified Financial Planner for over 15 years.

As an owner/operator of a small business, David can easily relate to CFA Kentucky’s clients and prospective clients. As an experienced consultant to many small businesses, David has guided multiple business owners through the transition planning process.  With David’s broad background, he is well qualified to address the capital challenges facing today’s entrepreneurs.

David is a graduate of the University of Kentucky with a BS in Accounting.  He currently holds FINRA Series 7, Series 66 and Series 79 licenses and is a Certified Financial Planner (CFP).