Patrick Meyer Email & Phone Number

Patrick Meyer Email & Phone Number

Director of Wealth Management Client Services @ Unified Trust Company, N.A.

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Patrick Meyer's Location

Lexington, KY, US

Patrick Meyer's Work

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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