LEXINGTON, Ky.--(BUSINESS WIRE)--Unified Trust Company, a national fiduciary that serves individual investors, business and retirement plan investors with a mix of digital and traditional advice, announces that Michael Samford will serve as Digital Advice Manager – a newly created position that underscores the firm’s commitment to adapting and thriving in a technology-driven environment.
As Digital Advice Manager, Samford will guide the strategy for delivering an innovative, memorable and high quality digital advice experience for clients. A member of the Unified Trust team since 2007, he has a keen knowledge of the firm’s discretionary approach to financial and retirement planning. This deep understanding of outcomes coaching and experience engineering will be vital in his new role.
“Over the past decade, Unified Trust Company has designed and offered digital advice for plan participants and individual investors, and we have seen a powerful impact on improved retirement outcomes from our holistic approach. In the coming years, we anticipate substantial growth in this area, and are pleased to have Michael Samford oversee our digital advice and fiduciary process, which will help even more people achieve successful retirement,” says Gregory Kasten, Founder and CEO of Unified Trust Company.
Throughout his years at the firm, Samford has served in various capacities, including operations, sales and marketing, client service consulting and advisory services. He is on the firm’s Trust Investment Committee – contributing to the fiduciary investment process – and is a Qualified Plan Financial Consultant (QPFC) and Accredited Investment Fiduciary (AIF®).
Unified Trust Company (Lexington, Ky., $4 billion in assets under management) is a national fiduciary, serving individual investors, as well as business and retirement plan investors. Fiduciary responsibility is the firm’s number one priority, and they assist with clients’ wealth management, retirement and financial planning needs. They are the first trust company (or bank) certified by the Centre for Fiduciary Excellence in the U.S.