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.

Blog Posts From This Team Member

On that sweltering Belmont Park afternoon in front 69,000 plus spectators, Secretariat delivered one of the most iconic moments in American sports history. While the last six months of stock market movement isn’t a “moment” in time we can all point to, it has most definitely been momentous for investors and non-investors alike.

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.