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Brian Grzebin Appointed President of Mortgage Banking

Univest Bank and Trust Co. recently appointed Brian Grzebin as president of its mortgage banking division. In this role, Grzebin will be responsible for the division’s growth strategy, operational efficiency and results along with overseeing sales, loan fulfillment, and loan delivery.

Grzebin brings more than 20 years of experience in the financial services industry to his role, most recently as executive vice president of national operations at Guaranteed Rate Affinity, a joint venture between Guaranteed Rate Inc. and Realogy. Grzebin is a graduate of Wilkes University where he earned a bachelor’s degree. He also holds his NMLS license. Grzebin resides…


CNN Money: Are You Ready to Buy a Home?

Bill Van Sant, senior vice president and managing director at Univest Wealth Management, was included in a CCN Money article discussing tips for first time home buyers. “Make sure you have roots there and will be staying. Some millennials have no problem not being tied down to an area and jump around the country, buying might not be the best bet if you don’t plan on sticking around,” he says. Read the full article at the link below:

http://money.cnn.com/2018/04/26/real_estate/ready-to-buy-a-home/index.html

 


Quakertown Borough Announces Univest Performance Center

The Borough of Quakertown recently announced that Univest Bank and Trust Co. will serve as the official sponsor of the amphitheater at the Park at Fourth, which will now be known as the Univest Performance Center. Starting in June, the Sounds of Summer Concert Series at the Univest Performance Center will feature six concerts from world-class entertainers on select Thursdays throughout the summer.

The 2018 concert line-up consists of the following acts:

June 14:           Tommy James & the Shondells

June 28:           The Marshall Tucker Band

July 12:             The Charlie Daniels Band

July 26:             Journey Former Lead Vocalist Steve Augeri

August 16:        Herman’s…


Lehigh Valley Business: Money Lessons for Any Age

Bill Van Sant, senior vice president and managing director at Univest Wealth Management, contributes a byline to Lehigh Valley Business Journal discussing personal finances lessons for any age. “Finances can sometimes be a taboo topic, but don’t be afraid to ask questions or solicit advice. By implementing smart money techniques now, you can set up yourself for financial success – and your future self will thank you for it.” Check out the full article on the Lehigh Valley Business website at the link below:

http://www.lvb.com/article/20180423/LVB01/180429984/financial-literacy-month-money-lessons-for-any-age

 


Dana Brown Featured on Ben FM’s “Her Story”

Dana Brown, Executive Vice President of Consumer Services for Univest Bank and Trust Co., was featured on 95.7 Ben FM’s “Her Story,” hosted by Kathy Romano. “Her Story” is a weekly tribute to the women of the Delaware Valley making a difference in the lives of others. It airs every Sunday morning at 7:30 a.m. Listen to a recording of the broadcast here:

https://957benfm.com/episodes/dana-brown-and-linda-larosa-shares-her-story-with-kathy-romano-episode-60/

 

*This link leads to a website that is not operated by Univest Corporation. We do not control the website. Univest has provided this link for your convenience, but does not endorse and is not responsible for the content, links, privacy policy,…


Univest Participates in Teach Children to Save Day

As part of its ongoing financial literacy efforts, Univest Bank and Trust Co. participated in the American Bankers Association’s Teach Children To Save Day. This national campaign, which occurs every April during financial literacy month, aims to prepare young people for financial success later in life by helping them develop smarter saving and spending habits at an early age.

Univest employees visited six local schools to teach lessons about saving, budgeting, and needs versus wants in decision-making to students in kindergarten through eighth grades.

PHOTO CAPTION: Dan Yocum, small business administrator, and Mark Clinton, commercial credit analyst, from Univest are pictured…


US News: 4 Lessons to Close the Investment Knowledge Gap

Timothy Chubb, chief investment officer for the Univest Wealth Management Division, is included in Rebecca Lake’s U.S. News & World Report article discussing investing tips in light of National Financial Literacy Month. “For retirement investing, take advantage of your time horizon. Young investors tend to be conservative because they don’t want to lose money, but with a longer time frame, they’re doing a disservice to themselves by keeping it under the mattress.” Read the full article at the link below:

https://money.usnews.com/investing/investing-101/articles/2018-04-20/4-lessons-to-close-the-investing-knowledge-gap

 


Joseph Gennett Appointed SVP

Univest Bank and Trust Co. recently appointed Joseph Gennett as a senior vice president for its Delaware Valley region’s commercial lending team. In this role, Gennett will provide financing and customized banking solutions for area businesses.

Gennett brings more than 30 years of experience in the financial services industry to his role, most recently with BB&T. Gennett is a graduate of Temple University where he earned a bachelor’s degree in economics. He is actively involved in the community including his support of the Eastern Montgomery County Chamber of Commerce. Gennett resides in Huntingdon Valley.

 

About Univest Corporation of Pennsylvania

Univest Corporation of Pennsylvania…


Woman’s Day: The 8 Best Ways to Save Money for Your Child’s Future

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is included in Trae Bodge’s Woman’s Day article discussing how to teach children about money as they grow up. “Children can learn there is a value to a dollar, money does not just grow on trees and hopefully, they will be less likely to put pressure on the parents in their teen years.” Read the full article at the link below:

https://www.womansday.com/life/work-money/a19779768/how-to-save-money-for-a-child/

 


Financial Education – A Missing Necessity

On the heels of many events highlighting the importance of reading in honor of Dr. Seuss’s birthday in March, April is Financial Literacy month. While there is appropriately a widespread commitment to promoting the importance of reading, there is frankly a lack of dedication to financial literacy which can have a detrimental impact on a person’s future. Many studies, such as FINRA’s Financial Capability in the United States, have found that most Americans lack a basic understanding of many financial concepts. The study revealed that only 14 percent of respondents were able to answer five fundamental financial literacy…

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