The Gleason Group

The Gleason Group In a world that is increasingly and unnecessarily complex, we focus on what’s true, what matters, and what works. You have one life to live. One legacy to leave.

Our role is simple:
Help you live by design, not by default. We help make the most of both.

Things We’ve Perfected: Financial Life Management + Relaxing by the Pool 🍹
08/21/2026

Things We’ve Perfected: Financial Life Management + Relaxing by the Pool 🍹

Luck is what happens when preparation meets opportunity. 🍀 Our NextGen meetings help with both! 🚀
08/13/2026

Luck is what happens when preparation meets opportunity. 🍀 Our NextGen meetings help with both! 🚀

The best back-to-school investment isn't always something that fits in a dorm room. It's having a plan. 🎓🥂 Cheers to the...
08/08/2026

The best back-to-school investment isn't always something that fits in a dorm room. It's having a plan. 🎓🥂 Cheers to the next chapter!

🎂 Happy Birthday, Ben! We hope your celebration includes family, friends, cheesecake, a cold IPA, and dreaming about you...
08/04/2026

🎂 Happy Birthday, Ben! We hope your celebration includes family, friends, cheesecake, a cold IPA, and dreaming about your next trip to Michigan. 🌊 Thanks for all you do for our clients and team! 🎉

Wishing Lindsey the happiest of birthdays! 🎉 May your year be filled with sunny vacations, great books, shopping trips, ...
08/03/2026

Wishing Lindsey the happiest of birthdays! 🎉 May your year be filled with sunny vacations, great books, shopping trips, chocolate chip cookies, and time spent with the people you love most. ❤️✨

🎉 Happy 5-Year Work Anniversary, Angie! 🎉Today, we’re celebrating an incredible milestone—Angie’s 5-year anniversary wit...
08/02/2026

🎉 Happy 5-Year Work Anniversary, Angie! 🎉
Today, we’re celebrating an incredible milestone—Angie’s 5-year anniversary with The Gleason Group!
Over the past five years, Angie’s dedication, professionalism, and commitment to serving our clients and team have made a lasting impact. We are grateful for all she brings to our firm each day and for the positive influence she has had on so many.
Please join us in congratulating Angie on this special achievement and thanking her for five wonderful years of service, hard work, and excellence. 💚
Here's to celebrating this milestone and many more to come! 🎉🥂

Happy hour with the best team around and a little extra guac 🌮🍹🥑
07/29/2026

Happy hour with the best team around and a little extra guac 🌮🍹🥑

Join Our TeamThe Gleason Group is seeking an experienced Wealth Planning Specialist to help deliver exceptional financia...
07/21/2026

Join Our Team

The Gleason Group is seeking an experienced Wealth Planning Specialist to help deliver exceptional financial life planning to the families we serve.

We work with successful individuals and families who expect a high level of service, thoughtful guidance, and attention to detail. We're looking for someone who shares those standards—someone who is proactive, accountable, highly organized, and committed to creating an outstanding client experience.

Position Highlights:
• Six weeks PTO
• In-office position
• Collaborative, growth-oriented culture

If you're passionate about helping clients live intentionally and want to be part of a team that values excellence, we'd love to connect.

Please join us in congratulating Carter Gleason on his exciting new opportunity in Nashville! We have been incredibly fo...
07/17/2026

Please join us in congratulating Carter Gleason on his exciting new opportunity in Nashville!

We have been incredibly fortunate to have Carter as part of The Gleason Group team. While we're sad to see him go, we're excited to watch what comes next. We have a feeling we'll be keeping up with his success for years to come.

Congratulations, Carter! We're grateful for your contributions, proud of all you've accomplished, and wishing you nothing but success in Nashville. 🎉

Address

Prospect, KY

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15028827300

Website

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