A Team You Can Trust
Unified Trust is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, the Unified Trust culture embraces a spirit of support and a dedication to helping you achieve your goals.
John Wickliffe is a Client Administrative Specialist for Unified Trust Company. He joined Unified Trust Company in 2016 after six years in the Banking and Security industries.
Mr. Wickliffe graduated from Georgetown College in 2009 with a Bachelor’s Degree in Economics.
He currently holds the Accredited Asset Management Specialist (AAMS) and Financial Paraplanner Qualified Professional (FPQP), both offered by the College for Financial Planning.
As Client Administrative Specialist for the Wealth Management department at Unified Trust, he provides sales and service support for Wealth Management clients as well as assisting Fiduciary Investment Advisors in providing financial planning services.