Unified Trust

Financial Services · 51 Employees
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  • Employees
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About
American Trust, a subsidiary of EdgeCo Holdings, L.P., acquired Unified Trust Company, N.A., a national retirement plan provider and fiduciary, in October 2020. “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 Trust For more information about the Unified Trust acquisition, visit: https://www.businesswire.com/news/home/20201002005270/en/EdgeCo-Completes-Acquisition-of-Unified-Trust
Year Founded
1985
Social Media
Linkedin
Industry
Financial Services
HQ Location
2353 Alexandria Dr. Suite 100 Lexington, KY 40504, US
Keywords
Financial ServicesQualified Retirement PlansDiscretionary TrusteeFiduciary Best PracticesPrudent Asset ManagementComprehensive Plan Governance PracticesWealth ManagementRetirement PlanningCEFEX
Location
  • 2353 Alexandria Dr. Suite 100 Lexington, KY 40504, US

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first + last
andywarhol@unifiedtrust.com
first_initial + last
awarhol@unifiedtrust.com
first + last_initial
andyw@unifiedtrust.com
first
andy@unifiedtrust.com
last
warhol@unifiedtrust.com
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