McCrea Bollinger Group

McCrea Bollinger Group2020-01-16T14:23:16+00:00

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McCrea-Bollinger

The McCrea-Bollinger process is a common-sense, personal approach in which we get to know you, understand your unique situation and assess your overall financial picture. We help you identify your goals, values and dreams and formulate a plan to achieve them. By balancing risk and diversifying investments, we develop your portfolio and monitor its performance to ensure you are constantly on track. At the McCrea-Bollinger group, we protect YOUR financial future.

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McCrea Bollinger Group of First Kentucky Securities

4360 Brownsboro Road, Suite 115
Louisville, KY 40207
502.893.7288
sheree.l.bollinger@firstky.com

Sheree Bollinger
Sheree BollingerVice President - Investments
Sheree directs the financial planning process including retirement planning, college funding, insurance tax strategies, and estate planning for the McCrea-Bollinger Group of First Kentucky Securities. An integral member of the Investment Advisor Team, she manages investments for clients that include long-term growth strategies as well as retirement income analysis. Sheree joined First Kentucky Securities in 2005 and is a Managing Partner and Chief Human Resources Officer. She attended Western Kentucky University and has served in various capacities including senior management roles at Banc One Securities, Liberty Investment Services, and Wachovia Securities. Sheree has been very active with the Kentucky Derby Festival and is currently a member of the Women’s Club of Louisville and The Fillies Inc. She sits on committees at the Tennessee Walking Horse Breeders’ and Exhibitors’ Association and GLI. Sheree’s interests outside of work include spending time with her husband and two children, cooking, riding and gardening.
Direct: 502.893.7132
Bruce McCrea
Bruce McCreaSenior Vice President
Bruce directs the equity portfolio and overall investment strategy for the McCrea Bollinger Group of First Kentucky Securities. An Investment Advisor and Portfolio Manager with over 30 years of successful experience building equity for clients, he has been with First Kentucky since 2005. Bruce began his career at Merrill Lynch in 1979 and also served as a Branch Manager for Prudential Securities. He graduated with a degree in Finance before going on to gain his MBA from the University of Louisville, where he spent five years as a faculty member teaching economics. Bruce sits on the National Alumni Council for the University of Louisville College of Business. He is also an active member of the Rotary Club, on the endowment committee of St. Meinrad Archabbey, and donates his time to Greenhill Therapy, a non-profit which integrates occupational, physical & speech therapy with equine therapy to address sensory-motor learning in special needs children. In his free time, Bruce is an avid college basketball fan and enjoys watching games with his sons, Chris & Bryan, who are also on his team at First Kentucky.
Direct: 502.893.2752
Bryan McCrea
Bryan McCreaVice President
Bryan coordinates the retirement plan area including 401K, SIMPLEs and Roth IRAs and oversees the mutual fund selection and allocation process for the McCrea Bollinger Group of First Kentucky Securities. He is a graduate of the University of Dayton with a degree in Marketing. Prior to joining First Kentucky in 2010, he worked in the banking industry with First Capital Bank of Kentucky.
Direct: 502.708.3300
Chris McCrea
Chris McCreaVice President
Chris oversees the McCrea-Bollinger Group’s corporate executive services including stock options and deferred compensation; he also manages the fixed and variable income strategies on behalf of the Group’s clientele. He is a graduate of Bellarmine University with a degree in Business Administration. Prior to joining First Kentucky Securities in 2010, McCrea worked in the mortgage industry with First Residential Mortgage Network, Inc.
Direct: 502.708.3313
Brandi Smith
Brandi SmithSenior Client Service Associate
Brandi joined The McCrea Bollinger Group of First Kentucky Securities’ Louisville office in 2017. A graduate of the University of Louisville, she has worked in the financial services industry since 2000 with prestigious firms such as Hilliard Lyons and Raymond James. Brandi’s strong attention to detail, exemplary customer service and team-player attitude make her an invaluable asset to our clients.
Direct: 502.893.7189
Caroline C Flatt
Caroline C Flatt
Caroline joined our team in August of 2019 after moving from Nashville.  Prior to her move back to Louisville, she worked in the insurance and financial planning field with Wellness Financial Advisors. She graduated from the University of Kentucky in 2015 with a Bachelors degree in Equine Science & Management with a minor in Agricultural Economics.  Her hobbies include, home decorating, hiking, cooking, and spending time with her husband.
Direct: 502.238.2988
Kristen Daugherty
Kristen DaughertyClient Service Associate
Kristen joined The McCrea-Bollinger Group of First Kentucky Securities’ Louisville office in June of 2018 as a Client Service Associate. She studied marketing and communications at the University Louisville and has a background in digital advertising. She is a member of the Leukemia and Lymphoma Society’s Team in Training and runs marathons while raising funds for patient care and cancer research. She’s passionate about financial literacy and is a great asset to our team!
Direct: 502.238.7740
TC Falkner
TC Falkner
TC oversees client reporting procedures, as well as many of the software platforms used by the McCrea-Bollinger Group. He is a graduate from the University of Louisville with degrees in Finance and Economics. Prior to joining the team full time in January 2020, he was an intern for the McCrea-Bollinger Group since May of 2018.
Direct: 502.893.7382