PJ
Patrick J. Meyer
Director Of Wealth Management Client Services at Unified Trust
View Patrick's Contact Info for Free. Sign Up and Get 50 Free Contacts Per Month.Get Started for Free
Work Experience
Director Of Wealth Management Client Services
Jul 2009 - Present · 15 years and 5 months
Wealth Management Advisor
Nov 2006 - Mar 2008 · 1 years and 4 months
Senior Manager
Oct 1996 - Sep 2006 · 9 years and 11 months
Company Details
51-200 Employees
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
Discover More About Cleveland Clinic

Find verified contacts of Patrick J. Meyer in seconds from 700M people profiles. Start now!

No Credit Card Needed. By signing up, you understand and agree to Futern's Terms and Policy.