Warren Leet, RP®, 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 Registered Paraplanner (RP®) 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.
Contact Us Today
Whether you have a question you'd like us to answer or a brilliant idea you're ready to share, the team at Unified Trust is here to listen.