Jose Rodrigues

Founding Partner at Unified Trust Company N.A - Lexington, KY, US

Jose Rodrigues's Contact Details
HQ
859-296-0880
Location
Company
Unified Trust Company N.A
Jose Rodrigues'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 Jose Rodrigues
Jose Rodrigues currently works for Unified Trust Company.
Jose Rodrigues's role at Unified Trust Company is Founding Partner.
Jose Rodrigues's email address is ***@unifiedtrust.com. To view Jose Rodrigues's full email address, please signup to ConnectPlex.
Jose Rodrigues works in the Financial Services industry.
Jose Rodrigues's colleagues at Unified Trust Company N.A are Andy Zhou, Caleb Barretto, Rodney Huls, Christina Redmon, Keely Gilliland, Mary Simonetti, Diana Jordan and others.
Jose Rodrigues's phone number is 859-296-0880
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