Philip Gould

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

Philip Gould's Colleagues at Unified Trust Company N.A
Kim Shea

Senior Benefit Consultant

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Joshua Bean

Software Development Team Lead

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Abigail Vaughn

Business Development Director

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Elizabeth Brown

Client Administrative Specialist

Contact Elizabeth Brown

Drew Almy

Advisor, Retirement Plan Services

Contact Drew Almy

Kevin McShane

Chief Creative Officer

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Philip Gould's Contact Details
HQ
859-296-0880
Location
San Antonio, Texas
Company
Unified Trust Company N.A
Philip Gould'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 Philip Gould
Philip Gould currently works for Unified Trust Company N.A.
Philip Gould's role at Unified Trust Company N.A is Institutional Retirement Consultant.
Philip Gould's email address is ***@unifiedtrust.com. To view Philip Gould's full email address, please signup to ConnectPlex.
Philip Gould works in the Financial Services industry.
Philip Gould's colleagues at Unified Trust Company N.A are Kim Shea, Joshua Bean, Abigail Vaughn, Christopher Anderson, Elizabeth Brown, Drew Almy, Kevin McShane and others.
Philip Gould's phone number is 859-296-0880
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