Patrick Meyer, MBA, JD, CFP®, AIF®, CFTA

Director — Wealth Management Client Services

Patrick Meyer is the Director of Wealth Management Client Services for Unified Trust Company. He joined Unified Trust Company in 2009. Mr. Meyer has over 20 years of experience serving the investment and retirement needs of affluent clients and not-for-profit organizations.

He holds a BSBA in Finance and Economics and an MBA from Rockhurst University in Kansas City, Missouri. He also holds a Juris Doctorate degree from the University of Missouri at Kansas City. Mr. Meyer was awarded the Certified Financial Planner® designation in 1996, the Accredited Investment Fiduciary® designation in 2009 and the Certified Trust Financial Advisor designation in 2013. He is a member of the Missouri and Kansas Bar Associations.

Mr. Meyer manages the teams that support the Wealth Management division’s sales, service and trust administration functions. He serves on the Wealth Management Trust Investment Committee and is leading projects to advance Unified Trust’s retirement income solutions.

Mr. Meyer has been married for 25 years. He enjoys sailing, hiking and travel.

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