Brett Ervin

Business Analyst at Unified Trust Company N.A - Lexington, KY, US

Brett Ervin's Colleagues at Unified Trust Company N.A
Jessica Jones

Conversion Administrator

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Marty Lautner

Chief Financial Officer

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Loree Moody

Contribution Processor

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Allison Marquardt

Recordkeeping Consultant

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Jason Phillips

Client Service Associate

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April Payne

Senior Distribution Processor

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Stephanie Watts

Financial Paraplanner Qualified Professional

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Brett Ervin's Contact Details
Email (Verified)
***@unifiedtrust.com
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Mobile Number
(XXX) XXX-XXXX
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HQ
859-296-0880
Location
Lexington, Kentucky, United States
Company
Unified Trust Company N.A
Brett Ervin'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
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Frequently Asked Questions about Brett Ervin
Brett Ervin currently works for Unified Trust Company N.A.
Brett Ervin's role at Unified Trust Company N.A is Business Analyst.
Brett Ervin's email address is ***@unifiedtrust.com. To view Brett Ervin's full email address, please signup to ConnectPlex.
Brett Ervin works in the Financial Services industry.
Brett Ervin's colleagues at Unified Trust Company N.A are Jessica Jones, Marty Lautner, Loree Moody, Allison Marquardt, Jason Phillips, April Payne, Stephanie Watts and others.
Brett Ervin's phone number is 859-296-0880
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