Executive Profile

David W. Hulett

David W. Hulett

Lexington Office

David Hulett is a Managing Director in CFA's Kentucky office. David is an entrepreneur who has a considerable background in investments and strategic planning for business owners. His advisory skills combine years of investment experience with hands-on knowledge of small businesses.

David has over 25 years of experience in the financial services industry, during which time he specialized in meshing 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 22 years.

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

David resides in Lexington with his wife, Beth, two daughters, Haley and Abbey, and German Shepherd puppy, Hank.