Bonnie Harris

Project Manager at Unified Trust, A Division at Unified Trust Company N.A - Lexington, KY, US

Bonnie Harris's Colleagues at Unified Trust Company N.A
Terri Gritton

Senior Mutual Fund Operations Administrator

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Brandon Mayle-George

Bilingual Marketing Manager / CEO

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Billy Lanter

Fiduciary Investment Advisor

Contact Billy Lanter

Monika Hubbard

Institutional Consultant, Retirement Services Consulting Group

Contact Monika Hubbard

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Bonnie Harris's Contact Details
HQ
859-296-0880
Location
Company
Unified Trust Company N.A
Bonnie Harris's Company Details
Unified Trust Company N.A logo, Unified Trust Company N.A contact details

Unified Trust Company N.A

Lexington, KY, US • 100 - 249 Employees
Financial Services

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

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
Details about Unified Trust Company N.A
Frequently Asked Questions about Bonnie Harris
Bonnie Harris currently works for Unified Trust Company.
Bonnie Harris's role at Unified Trust Company is Project Manager at Unified Trust, A Division.
Bonnie Harris's email address is ***@unifiedtrust.com. To view Bonnie Harris's full email address, please signup to ConnectPlex.
Bonnie Harris works in the Financial Services industry.
Bonnie Harris's colleagues at Unified Trust Company N.A are Terri Gritton, Brandon Mayle-George, Daniel Snodgrass, Billy Lanter, Monika Hubbard, Jason Purdy, Kelsey Patterson and others.
Bonnie Harris's phone number is 859-296-0880
See more information about Bonnie Harris