Patrick Meyer Email & Phone Number
Director of Wealth Management Client Services @ Unified Trust Company, N.A.
Patrick Meyer's Location
Lexington, KY, US
Patrick Meyer's Work
- Director of Wealth Management Client Services @ Unified Trust Company, N.A.
- Wealth Management Advisor @ TIAA
- Senior Manager @ Vanguard
- Tax Manager @ KPMG US
Patrick Meyer's Education
- University of Missouri-Kansas City School of Law
Juris Doctorate (Law)
1989 - 1992 - Rockhurst University
MBA
1985 - 1989 - Rockhurst University
BSBA (Finance and Economics)
1980 - 1984
Patrick Meyer's Skills
- Strategic Financial Planning
- Wealth Management
- Investments
- Estate Planning
- Financial Advisory
- Financial Planners
- High Net Worth Individuals
- Tax
- Accounting
- Personal Finance
Patrick Meyer's Summary
Patrick Meyer, based in Lexington, KY, US, is currently a Director of Wealth Management Client Services at Unified Trust Company, N.A., bringing experience from previous roles at TIAA-CREF, The Vanguard Group and KPMG Peat Marwick. Patrick Meyer holds a 1989 - 1992 Juris Doctorate in Law @ University of Missouri-Kansas City School of Law. With a robust skill set that includes Strategic Financial Planning, Wealth Management, Investments, Estate Planning, Financial Advisory and more, Patrick Meyer contributes valuable insights to the industry. Patrick Meyer has 2 emails on RocketReach.
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