Jason Phillips

Client Service Associate at Unified Trust Company N.A - Lexington, KY, US

Jason Phillips's Colleagues at Unified Trust Company N.A
April Payne

Senior Distribution Processor

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Stephanie Watts

Financial Paraplanner Qualified Professional

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Kevin Waters

Business Analyst

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Talia May

Associate Benefit Consultant

Contact Talia May

George Peck

Financial Data Analyst

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Fred Strecker

Fiduciary Investment Advisor

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Stephenie Rowlette

Customer Service Center Supervisor

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Jason Phillips'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
Greater Lexington Area
Company
Unified Trust Company N.A
Jason Phillips'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 Jason Phillips
Jason Phillips currently works for Unified Trust Company N.A.
Jason Phillips's role at Unified Trust Company N.A is Client Service Associate.
Jason Phillips's email address is ***@unifiedtrust.com. To view Jason Phillips's full email address, please signup to ConnectPlex.
Jason Phillips works in the Financial Services industry.
Jason Phillips's colleagues at Unified Trust Company N.A are April Payne, Stephanie Watts, Kevin Waters, Talia May, George Peck, Fred Strecker, Stephenie Rowlette and others.
Jason Phillips's phone number is 859-296-0880
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