Stephenie Rowlette

Customer Service Center Supervisor at Unified Trust Company N.A - Lexington, KY, US

Stephenie Rowlette's Colleagues at Unified Trust Company N.A
Patrick Curran

Senior Client Consultant

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Clark Area

Senior Benefits Consultant

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Philip Gould

Institutional Retirement Consultant

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Kim Shea

Senior Benefit Consultant

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Joshua Bean

Software Development Team Lead

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Stephenie Rowlette's Contact Details
HQ
859-296-0880
Location
Lexington, Kentucky, United States
Company
Unified Trust Company N.A
Stephenie Rowlette'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 Stephenie Rowlette
Stephenie Rowlette currently works for Unified Trust Company N.A.
Stephenie Rowlette's role at Unified Trust Company N.A is Customer Service Center Supervisor.
Stephenie Rowlette's email address is ***@unifiedtrust.com. To view Stephenie Rowlette's full email address, please signup to ConnectPlex.
Stephenie Rowlette works in the Financial Services industry.
Stephenie Rowlette's colleagues at Unified Trust Company N.A are Patrick Curran, Clark Area, Charlene Samples, Jennifer Coors, Philip Gould, Kim Shea, Joshua Bean and others.
Stephenie Rowlette's phone number is 859-296-0880
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