Charlene Samples

Benefit Consultant at Unified Trust Company N.A - Lexington, KY, US

Charlene Samples's Colleagues at Unified Trust Company N.A

Jennifer Coors

SR Benefits Consultant

Contact Jennifer Coors

Philip Gould

Institutional Retirement Consultant

Contact Philip Gould

Kim Shea

Senior Benefit Consultant

Contact Kim Shea

Joshua Bean

Software Development Team Lead

Contact Joshua Bean

Abigail Vaughn

Business Development Director

Contact Abigail Vaughn

Christopher Anderson

Business Development Consultant

Contact Christopher Anderson

Elizabeth Brown

Client Administrative Specialist

Contact Elizabeth Brown

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Charlene Samples'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
Cincinnati, Ohio Area

Company
Unified Trust Company N.A

Charlene Samples's Company 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 Charlene Samples

Charlene Samples currently works for Unified Trust Company N.A.

Charlene Samples's role at Unified Trust Company N.A is Benefit Consultant.

Charlene Samples's email address is ***@unifiedtrust.com. To view Charlene Samples's full email address, please signup to ConnectPlex.

Charlene Samples works in the Financial Services industry.

Charlene Samples's colleagues at Unified Trust Company N.A are Jennifer Coors, Philip Gould, Kim Shea, Joshua Bean, Abigail Vaughn, Christopher Anderson, Elizabeth Brown and others.

Charlene Samples's phone number is 859-296-0880