Company Directory : Fenwick Partners LLC | Louisville, Kentucky

Company Directory

Terry G. Fenwick, CLU, ChFC


Phone: 502.589.0001 Ext. 2

John M. Collett

Registered Representative

Phone: 502.589.0001 Ext. 3

Bridget Appleberry

Client Support Specialist

Phone: 502.589.0001 Ext. 1

Lou Ann Fenwick

Practice Manager

Phone: 502.589.0001 Ext. 4


  • Trusts — Not Just for Estate Taxes

    In the past, trusts were often used to avoid estate taxes, but that purpose has become less important for most people with current high exemption amounts. However, a properly constructed trust can serve many other purposes for families of more modest means.

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