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Helping You Navigate Wealth Management With a Focus on Trust

Helping You Navigate Wealth Management With a Focus on Trust

At Winner’s Circle Wealth Management, we help families, individuals, and businesses prepare for and pursue the life they want. We focus on personalized financial strategies that help our clients focus on building wealth and preserving their growth for the future. Whatever stage of life you are currently in, our team can provide you with knowledgeable advice and strategies.

Wealth Planning with Two Generations
of Trusted Financial Advisors

For over 40 years, our family has been helping other families and individuals build the future they want. When you partner with Winner’s Circle Wealth Management, our two generations of financial advisors will not just be your advisor, but your confidant and friend. We are grateful to be involved in each of our client’s lives and to watch them enjoy what they have built.

Meet the Team

Start Your Financial Planning Journey

We want to focus on what is important to you. Every client is different, with their own unique challenges and goals. We start by listening and together we will help build your financial plan for confidence.

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40+ Years of Generational Wealth Management

We are a family-run wealth management team consisting of two generations of advisors who seek to support families and individuals looking to plan for the future. We have 50+ years of combined experience servicing our clients.

Our Team

Financial Advisors Committed to Trust 

As dedicated financial advisors, we value honesty and trust above all else. For 40+ years we have built value and rapport by providing comfort and support in every interaction.  

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Meet Our Winner's Circle Wealth Management Team

Joe Bryant

Joe M. Bryant

Financial Advisor

(859) 514-5027

(859) 514-5031

Joe.Bryant@lplfinancial.com

Joe M. Bryant serves as Financial Advisor at Winner’s Circle Wealth Management of LPL Financial. He attended the University of Kentucky, receiving his degree in Business Administration. Originally from Tompkinsville, KY, Joe resides...
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Jamie Bryant

Jamie Bryant

Financial Advisor

(859) 514-5029

(859) 514-5031

Jamie.Bryant@lplfinancial.com

Jamie Bryant serves as Financial Advisor at Winner’s Circle Wealth Management of LPL Financial. She attended the University of Kentucky, receiving her degree in Economics. She currently resides in Lexington, KY. Jamie has been in...

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Lindsee Ratliff-Bowens

Lindsee Ratliff-Bowens

Client Service Associate

7047333307

lindsee.ratliff-bowens@lplfinancial.com

Lindsee joined Winner’s Circle Wealth Management as a Client Service Associate in 2023. She brings her industry knowledge and client services experience to her role and is a valuable addition to our team...

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Financial Services Designed for Your Future

At Winner’s Circle Wealth Management, we provide personalized financial services to help you plan, grow, and protect your wealth. Whether you're preparing for retirement, building generational wealth, or seeking a comprehensive financial plan, our experienced financial advisors are here to guide you every step of the way.

Retirement Planning

Create a retirement strategy that supports your lifestyle and long-term goals. We help you plan with confidence so you can enjoy the future you’ve worked hard to build.

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Generational Wealth Planning

Preserve your legacy and support your family’s future with thoughtful, long-term wealth transfer strategies tailored to your values and vision.

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Financial
Planning

From budgeting to investment alignment, we offer holistic financial planning that adapts to your life and evolves with your goals.

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How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investment IQ."