Unified Trust Names New Institutional Retirement Consultant

has named Philip Gould, as the new Institutional Retirement Consultant for their Retirement Plan Consulting Group, a division of Unified Trust.

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Business Wire, Inc.Business Wire, Inc.
Retrieved on: 
Thursday, January 16, 2020
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Consulting, Banking, Professional services, Finance, Economy, Finance, Money, Financial markets, Financial services, Common law, Equity, Inheritance, Trust law, Pension
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Kentucky, United States
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  • has named Philip Gould, as the new Institutional Retirement Consultant for their Retirement Plan Consulting Group, a division of Unified Trust.
  • Mr. Gould will work with retirement plans and advisors throughout the Texas/South Central region of the country, helping employers and their employees achieve successful retirement outcomes.
  • I am very excited and proud to start my new journey with the Unified Trust team, a company that has and always will be committed to helping participants achieve retirement success, said Gould.
  • (Lexington, Ky., $5 billion in assets under management) is a national bank trust company and discretionary trustee, serving individual, institutional and retirement plan investors.


Unified Trust Company, N.A. has named Philip Gould, as the new Institutional Retirement Consultant for their Retirement Plan Consulting Group, a division of Unified Trust. Mr. Gould will work with retirement plans and advisors throughout the Texas/South Central region of the country, helping employers and their employees achieve successful retirement outcomes.

“I am very excited and proud to start my new journey with the Unified Trust team, a company that has and always will be committed to helping participants achieve retirement success,” said Gould.

Mr. Gould brings over 25 years of experience in the financial services industry with roles in trust and custody, recordkeeping, third party administration and mutual fund sales. Most recently, he worked with advisors and plan sponsors to help them understand the importance and the difference in fiduciary outsourcing.

About Unified Trust Company

Unified Trust Company, N.A. (Lexington, Ky., $5 billion in assets under management) is a national bank trust company and discretionary trustee, serving individual, institutional and retirement plan investors. As a fiduciary, the firm is dedicated to helping people achieve successful financial outcomes. It is the first trust company in the U.S. and among the first globally to be certified for fiduciary best practices by the Centre for Fiduciary Excellence.

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