Gavin Gleason

Area of Expertise- Finance, Investment, & Retirement Planning.

Gavin is President and CEO of the Gleason Group. Headquartered in Prospect Kentucky, Gavin and his team provide wealth management and investment advisory solutions to a wide range of individuals, businesses and business owners.  More information on the Gleason Group can be found online at

Mr. Gleason has worked in financial services industry for more than 18 years. His previous roles and experience include:

  • Senior Vice President and Financial Consultant at Hilliard Lyons from March 2009 to May 2015
  • Vice President and Financial Advisor at Merrill Lynch from October 2001 to March 2009
  • Senior Associate at PricewaterhouseCoopers from August 1997 to October 2001  

Mr. Gleason most recently was a member of the Regional Board of Directors for the Make A Wish Foundation in Louisville, Kentucky.

He and his wife are also wish granting volunteers for Make A Wish Foundation in Louisville, Kentucky.  

Mr. Gleason holds a Bachelor of Science Degree in Accounting with a Minor in Marketing from Miami University in Oxford Ohio. 

He is a Certified Public Accountant (CPA) and member of the American Institute of Certified Public Accountants (AICPA).

Mr. Gleason is active in his community and works closely with a variety of charities held closely to him and his clients.

Additional information on these charities and organizations can be found online at:

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