Kevin Waters

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

Kevin Waters's Colleagues at Unified Trust Company N.A
Talia May

Associate Benefit Consultant

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George Peck

Financial Data Analyst

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Fred Strecker

Fiduciary Investment Advisor

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Stephenie Rowlette

Customer Service Center Supervisor

Contact Stephenie Rowlette

Miranda Wilson

Senior Associate Benefit Consultant

Contact Miranda Wilson

Drew Almy

Advisor, Retirement Plan Services

Contact Drew Almy

Austin Areaux

Senior Software Engineer

Contact Austin Areaux

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Kevin Waters's Contact Details
HQ
859-296-0880
Location
Lexington, Kentucky, United States
Company
Unified Trust Company N.A
Kevin Waters'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 Kevin Waters
Kevin Waters currently works for Unified Trust Company N.A.
Kevin Waters's role at Unified Trust Company N.A is Business Analyst.
Kevin Waters's email address is ***@unifiedtrust.com. To view Kevin Waters's full email address, please signup to ConnectPlex.
Kevin Waters works in the Financial Services industry.
Kevin Waters's colleagues at Unified Trust Company N.A are Talia May, George Peck, Fred Strecker, Stephenie Rowlette, Miranda Wilson, Drew Almy, Austin Areaux and others.
Kevin Waters's phone number is 859-296-0880
See more information about Kevin Waters