Bluegrass Wealth Advisors

About

Through tailored and timely financial and investment advice, our goal is to help clients succeed financially and work toward their life goals. Whether you’re in the early stages of building wealth or facing complex retirement- or estate-planning choices later in life, we’re ready and equipped to help you make decisions for your future.

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Meet Our Team

Chad Siddons

Managing Principal

Phone: 270.479.6823
Email: chad.siddons@wfafinet.com
As a Financial Advisor with Bluegrass Wealth Advisors, I can offer you a wide range of services, from helping you select individual investments to developing a retirement plan. With access to a broad array of company resources -- including research analysts and economic and market experts -- I can help you make informed investment decisions based on your specific needs.

Contact me if you'd like me to help you develop strategies for pursuing your financial goals.

James Phelps

Senior Financial Advisor

Phone: 270.479.6823
Email: james.phelps@wfafinet.com
With over two decades of dedicated experience in the financial industry, I am committed to helping individuals achieve their financial goals and secure a comfortable retirement. As a seasoned financial advisor, I specialize in retirement planning strategies and investment products tailored to suit each client's unique needs.

My passion lies in empowering clients to make informed financial decisions, ensuring they have a solid foundation for their retirement years. I pride myself on staying up-to-date with the latest market trends and investment strategies, allowing me to provide informed advice in an ever-changing financial landscape.

I look forward to partnering with you on your journey towards financial security and a prosperous retirement.

Morgan Sands

Senior Client Associate

Email: morgan.sands@wfafinet.com
Morgan Sands is the Senior Client Associate with Bluegrass Wealth Advisors. With 10 years of dedicated service in the financial services industry, supporting financial advisors, Morgan brings a wealth of experience to our team. Throughout her career, she has worked at three reputable firms, gaining valuable expertise in trust, estate, and brokerage services. In her free time, Morgan enjoys traveling with her husband Cody, spending time outdoors, and reading. We are confident that her knowledge and passion will greatly contribute to our continued success in providing top-notch financial solutions to our valued clients.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested
This information is intended for use only by residents of (FL, IL, IN, KY, MO, TN). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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