Univest News

Philadelphia Business Journal: Bank Notes – Univest Rebrands Wealth Unit Under the Girard Name

Jeff Blumenthal of the Philadelphia Business Journal features news about Univest’s rebrand of its wealth unit under the Girard name. Kevin Norris, president of Girard, says of the decision to commit to the Girard brand, “In the last few years, our RIA business has generated referrals and new clients from markets far beyond Univest’s 39 financial centers located in Pennsylvania and New Jersey. We want to capitalize on the growing recognition of the Girard brand.”

Check out the full article here: https://www.bizjournals.com/philadelphia/news/2019/01/21/bank-notes-univest-rebrands-wealth-unit-under-the.html?s=print

Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services for Pennsylvania municipal entities through Girard Pension Services, LLC. Investment products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.

These articles and reports are for general information purposes only and are not intended to provide legal, tax, accounting or financial advice. The information in these articles or reports, and any opinions expressed therein, do not constitute a recommendation or an offer to buy or sell any security or financial instrument. Viewers should consult with their financial and/or legal professionals before making any financial decisions.

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