Unified Trust Company N.A

Financial Services - Lexington, KY, US

Unified Trust Company N.A Employees
Diana Jordan

Senior Retirement Plan Consultant

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Kim Blanton

Benefit Consultant Manager

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Erin Braunm

Recordkeeping Consultant

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Roberts David

Director of Fiduciary & Invesment Compliance

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Bonnie Harris

Project Manager at Unified Trust, A Division

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Unified Trust Company N.A Senior Management
Marty Lautner

Chief Financial Officer

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Kevin Avent

Managing Director - Wealth Management

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Christina Crawford

Chief Operating Officer/Chief Risk Officer

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Brandon Mayle-George

Bilingual Marketing Manager / CEO

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Unified Trust Company N.A Details

American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2019. "Americans need strategic support and expansive resources when it comes to planning for a secure retirement future. Providing unbiased and comprehensive advice that helps aspiring retirees achieve better outcomes is core to who we are as a company. American Trust shares this vision, and together, we have the opportunity to amplify our impact." ▪ Dr. Gregory Kasten, Founder & CEO of Unified Trust, Member of the Board of American TrustFor more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust

Unified Trust Company N.A logo, Unified Trust Company N.A contact details
Website: unifiedtrust.com
Employees: 100 - 249
HQ: 859-296-0880
Location: Lexington, KY, US
Revenue: 10 - 20 Million
Financial Services Qualified Retirement Plans Discretionary Trustee Fiduciary Best Practices Prudent Asset Management Comprehensive Plan Governance Practices Wealth Management Retirement Planning CEFEX Financial Advisory Services Investment Banking Asset Management Finance
Unified Trust Company N.A Technologies
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