Symposium Speaker Bio – Philip Gould
Institutional Retirement Consultant, Unified Trust
ABOUT THE SPEAKER
Philip Gould is the Institutional Retirement Consultant for the South Central Region at Unified Trust. He has extensive experience in all facets of retirement planning and pension consulting including plan design, participant outcomes, investments and advanced fiduciary plan governance.
Mr. Gould brings over 25 years of experience in the financial services industry with roles in trust and custody, recordkeeping, third party administration and mutual fund sales. Most recently, he worked with advisors and plan sponsors to help them understand the importance and the difference in fiduciary outsourcing.
Mr. Gould received his Bachelor of Science degree from Tarleton State University and his Master’s Degree from Wayland Baptist University with a concentration in Human Resources. He has passed the FINRA Series 6 and 63 exams and held Life/Health and Variable insurance licenses in Texas.
MEPs, PEPs and MEAP’s, Oh my!
Thursday, May 14th | 2:25pm - 3:25pm