Warren Leet, FPQP™, AIF®
Director – Wealth Management Advisor Partner Services
Warren Leet is a Senior Advisor Partner Associate for Unified Trust Company. He joined Unified Trust Company in 2009 and has more than 10 years of experience in financial services. Mr. Leet earned a Bachelor of Arts in Economics with a minor in Finance from Western Kentucky University in Bowling Green, KY. He has received a Financial Paraplanner Qualified Professional™ and Accredited Investment Fiduciary™ designations.
Mr. Leet acts as the primary point of contact for independent Advisor Partners from around the country that work with, and refer clients to, Unified Trust. He is responsible for delivering a high level service model to existing Advisor Partners as well as the cultivation of new Advisor Partners relationships.
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