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Financial Advisors

Our team is very experienced and has a wide range of expertise to address the complex needs of our client's wealth management needs. Our team is highly credentialed and dedicated to offering exceptional service, advise and comprehensive wealth management and investment solutions.
Steve Giacobbe, CFA, CFP®

Managing Partner | Chief Investment Officer

Steve Giacobbe, Chartered Financial Analyst and Certified Financial Planner, is a Founding Partner of Accredited Wealth Management. He is a renowned expert in investment management and wealth planning and has spoken to numerous groups and written extensively on topics such as:
  • How to invest in a low yield world
  • All weather stock selection: how to pick great stocks
  • Real estate and illiquid assets
  • Total return approach to retirement income
Steve previously worked as the Chief Investment Officer for Commonwealth Bank & Trust where he oversaw the management of $1.4 billion in assets. At Commonwealth he led the firm's investment committee and directed the firm's global asset allocation decisions. He also created and managed the firm's core stock investment strategies and products. His work led the firm to excellent results and all-time highs in assets under management. Working with the firm's largest and most complex family relationships and charitable endowments, he developed skills in growing, managing and transitioning assets to multi-generations.

Prior to working at CB&T, Steve was a Partner and Chief Investment Officer for one of the most successful independent wealth management firms in North Carolina, Stearns Financial Group. He developed and managed all of the firm's investment strategies and worked closely with the financial planning group to develop comprehensive wealth management services. He is very experienced at running an independent advisory firm and has acquired extensive technical skills in financial planning and holistic wealth management.

Steve received his BA in Economics from Washington and Lee University and his MBA in Finance from UNC Greensboro. He also received advanced training in estate and financial planning while starting his career at Wachovia Bank. Steve holds the Chartered Financial Analyst and Certified Financial Planner designations. He also served as an adjunct faculty member at Guilford College, teaching certified financial planner courses to students sitting for the CFP exam. Steve is a member of the Financial Planning Association® (FPA®) of Kentuckiana and the CFA Society of Louisville, and serves on the board of the St. John Center.  Steve was recently selected by Louisville Business First as one of the Twenty People to Know in wealth management.  

He is happily married to his wife Jennifer and they have four children. Steve was a collegiate lacrosse player at W&L and enjoys an active lifestyle today, staying busy with family activities and sports.

Office: (502) 290-1905
Cell: (502) 609-0227
sgiacobbe@accreditedwm.com





Shawn Clark

Managing Partner | Financial Advisor

Shawn is a Founding Partner of Accredited Wealth Management and serves as a wealth advisor  and the firm's Chief Compliance Officer. Shawn is a native Louisvillian with deep ties to both Louisville and Southern Indiana.

Prior to founding AWM, Shawn began his career at Commonwealth Bank & Trust as an equity and municipal bond analyst. At CB&T, he was a member of the investment committee and was responsible for developing and implementing the firm's strategic and tactical asset allocation and security selection decisions. Shawn also served as a portfolio and relationship manager working with complex relationships, including endowments, local charities and high-net-worth individuals. Shawn co- managed CB&T's core investment products along with Steve.

Shawn received his BA in Business, with a Minor in Economics, from Indiana University Southeast, his MBA from the University of Louisville and he holds the Series 65 securities license. He is a member of the Financial Planning Association® (FPA®) of Kentuckiana, Young Professionals Association of Louisville (YPAL) and he is currently pursuing his CFP® certification. Shawn was a Rotary Leadership Fellow Runner-up in 2009.

Shawn is an avid college sports fan and enjoys running, biking and playing basketball. He has participated in the Louisville Triple Crown numerous times as well as the Derby Festival half-marathon and marathon. He's an active supporter of Juvenile Diabetes Research Foundation JDRF. Shawn is happily married to his wife Erin and they have one son.

Office: (502) 290-1905
Cell: (502) 396-0042
sclark@accreditedwm.com





Client Advisory Board
 

The Client Advisory Board (CAB) of Accredited Wealth Management provides guidance and insight regarding our firm's service to clients, business model, marketing efforts and community involvement. We express our gratitude to this diverse group of individuals who volunteer their time and share their expertise to assist AWM in providing a superior experience to all clients.




Mick Miller
Client Advisory Board

West Unified Communications | Director of Client Services

Mick has a diverse background and knowledge in technology, marketing and small business planning gained throughout his career.  He currently serves as director of client services at West Unified Communications and is the Co-Founder of Innovise Creative Group.

Mick is a member of Liberty Landmark Group and previously was a Co-Founder and COO of First Omni Mortgage Lending.  Mick is a board member for the American Red Cross and is a graduate of Ignite Louisville.




Tracey Morris
Client Advisory Board

Tracey Morris Strategies | Consultant

Tracey Morris has coached individuals, corporations and non-profit organizations to improve productivity and achieve business objectives through self-awareness, individual coaching relationships and strategic training programs.

Tracey’s executive coaching grooms business leaders to increase influence, bring out the best of who they are and desire to become. Her expertise lies in pinpointing key issues within an individual, team or company in a simple, focused and no nonsense way.  

Tracey holds a bachelor’s degree in Organizational Management, is a certified consultant for Kolbe Corp and practices the Marshall Goldsmith Stakeholder Centered Coaching methodology. She holds certifications in Emotional Intelligence, NLP, Mediation, Motivators and Behavior Insights (DISC).

For the past sixteen years, Tracey developed and managed the Coaching, Learning and Development program for Samtec, Inc., a $600 million global interconnect manufacturer with 4,500 associates. She continues to serve Samtec in a Coach and Behavior Analyst capacity.
 


Lynda Wilcox
Client Advisory Board

Goldwater Bank | Branch Manager

Lynda has extensive experience in the mortgage industry and is regarded as one of the best mortgage bankers in the Louisville market, having been recognized as a Top Producer by the Mortgage Bankers Association numerous times.  She is currently the Branch Manager at Goldwater Bank, a residential mortgage company that lends in 33 states, including KY and Southern Indiana.    

Lynda is passionate about giving back to the community and currently serves as a board member for the New Albany Housing Authority.  She is happily married to her husband John, has one son and two dogs.
 



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 Accredited Wealth Management
6010 Brownsboro Park Boulevard
Suite F
Louisville, KY 40207
Office: 502-290-1905
Fax: 502-290-1908
Email:  awm@accreditedwm.com


IMPORTANT DISCLOSURES 

Accredited Wealth Management provides this information for educational purposes only; it is not intended to be specific to any individual's personal circumstances. 

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances. To the extent that this material concerns legal matters, individuals should consult the appropriate legal counsel given their particular situation. 

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.

This communication is strictly intended for individuals residing in the state(s) of KY. No offers may be made or accepted from any resident outside the specific states referenced.
 


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