Please complete the CAPTCHA to continue
@unifiedtrust.com
✓
1 phone found area 859
✓
LinkedIn matched
A concise factual answer block for searchers comparing this professional profile.
Patrick J. Meyer is listed as CFP and Director of Wealth Management Client Services at Unified Trust Company, N.A., a with 109 employees, based in Lexington, Kentucky, United States. AeroLeads shows a work email signal at unifiedtrust.com, phone signal with area code 859, and a matched LinkedIn profile for Patrick J. Meyer.
Patrick J. Meyer previously worked as Director of Wealth Management Client Services at Unified Trust Company, N.A. and Wealth Management Advisor at Tiaa-Cref. Patrick J. Meyer holds Juris Doctorate, Law from University Of Missouri-Kansas City School Of Law.
This section adds company-level context without repeating Patrick J. Meyer's masked contact details.
AeroLeads found 1 current-domain work email signal for Patrick J. Meyer. Compare company email patterns before reaching out.
I have over 25 years of professional experience in financial planning, accounting, law and counseling. My goal is to help others achieve their personal, professional and financial goals.Specialties: Lifestyle planning, income strategies, tax planning, estate planning, financial counseling for high net worth individuals
Listed skills include Mutual Funds, Wealth Management, Investments, Retirement Planning, and 21 others.
Company context helps verify the profile and gives searchers a useful next step.
A career timeline built from the work history available for this profile.
Lexington, Ky
At Unified Trust we provide discretionary investment management, full service financial planning, trust services and retirement income solutions for high net worth families.
Other employees you can reach at unifiedtrust.com. View company contacts for 109 employees →
Holly Baker
Colleague at Unified Trust Company, N.A.Harrodsburg, Kentucky, United States
View →
AP
April Payne
Colleague at Unified Trust Company, N.A.Richmond, Kentucky, United States
View →
EB
Erin Braunm
Colleague at Unified Trust Company, N.A.Versailles, Kentucky, United States
View →
TG
Terri Gritton
Colleague at Unified Trust Company, N.A.Lexington, Kentucky, United States
View →
GP
George Peck
Colleague at Unified Trust Company, N.A.Greater Lexington Area, United States
View →
DS
Daniel Snodgrass
Colleague at Unified Trust Company, N.A.Greater Lexington Area, United States
View →
DJ
Diana Jordan
Colleague at Unified Trust Company, N.A.Springfield, Illinois, United States
View →
KW
Kevin Waters
Colleague at Unified Trust Company, N.A.Lexington, Kentucky, United States
View →
RS
Ron Sizemore
Colleague at Unified Trust Company, N.A.Lexington, Kentucky, United States
View →
KW
Kim Woolum
Colleague at Unified Trust Company, N.A.Lexington, Kentucky, United States
View →
Activities and Societies: Vice-President of Phi Alpha Delta, UMKC Law Review
Activities and Societies: President of Alpha Delta Gamma FraternityGraduated Magna Cum Laude
Quick answers generated from the profile data available on this page.
Patrick J. Meyer works for Unified Trust Company, N.A..
Patrick J. Meyer is listed as CFP and Director of Wealth Management Client Services at Unified Trust Company, N.A..
AeroLeads has found 1 work email signal at @unifiedtrust.com for Patrick J. Meyer at Unified Trust Company, N.A..
AeroLeads has found 1 phone signal(s) with area code 859 for Patrick J. Meyer at Unified Trust Company, N.A..
Patrick J. Meyer is based in Lexington, Kentucky, United States while working with Unified Trust Company, N.A..
Patrick J. Meyer has worked for Unified Trust Company, N.A., Tiaa-Cref, The Vanguard Group, and Kpmg Peat Marwick.
Patrick J. Meyer's colleagues at Unified Trust Company, N.A. include Holly Baker, April Payne, Erin Braunm, Terri Gritton, and George Peck.
You can use AeroLeads to view verified contact signals for Patrick J. Meyer at Unified Trust Company, N.A., including work email, phone, and LinkedIn data when available.
Patrick J. Meyer holds Juris Doctorate, Law from University Of Missouri-Kansas City School Of Law.
Patrick J. Meyer is listed with skills including Mutual Funds, Wealth Management, Investments, Retirement Planning, Retirement, Investment Advisory, Asset Allocation, and Financial Advisory.
Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.
Start free trial Search contactsCheck these profiles if this is not the Patrick J. Meyer you were looking for.
