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Joshua Dodd Graduates from PA Bankers Leadership Institute

Joshua Dodd, senior vice president and relationship manager in the Lehigh Valley Commercial Banking Division at Univest Bank and Trust Co., recently graduated from the 2017-18 PA Bankers Leadership Institute.

Through six two-day sessions over 18 months, the PA Bankers Leadership Institute utilizes a multi-dimensional leadership training model, which takes participants “behind the curtain” to examine the success that comes from a strong organizational culture and assess how it relates to performance, leadership, engagement and communication to achieve results. Participants are guided by banking leadership experts, including Dr. Linda Eagle, president and co-founder of Global Bankers Institute, and Dennis Budinich,…


Univest Partners With Ronald McDonald House For Fundraiser

Univest Bank and Trust Co. is teaming up with Ronald McDonald House Charities (RMHC®) of the Philadelphia Region Inc. for its Show Your Stripes campaign. Now in its fourth year, the goal of the campaign is to support and raise awareness for RMHC. Sidekick, a red and white striped sock monkey, will be available for purchase for $10 at 34 Univest financial centers across Philadelphia, Bucks, Chester, Lehigh, Montgomery and Cape May counties. The plush sock monkey can be purchased at select Univest Financial Centers from October 1 through October 15. A complete listing of Univest’s financial centers can…


William Clark Appointed President of Univest Capital

Univest Capital, Inc., a subsidiary of Univest Bank and Trust Co., recently announced the appointment of William Clark as president. In this role, Clark is responsible for the operations and sales departments along with overseeing the planning, budgeting and overall strategy for the business.

Clark has more than 30 years of experience in the financial services industry. Previously, he served as chief operating officer at Univest Capital, Inc. Clark earned a bachelor’s degree in finance from Pennsylvania State University. He is active in his local community and regularly volunteers his time to work on projects for Habitat for Humanity. Clark…


Girlboss: How Much Money Should You Save Before You’re 30?

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is included in a Girlboss article discussing how much people should be saving by their 30s. “Try the 50/30/20 budgeting rule. The rule simply divides your take-home pay into three categories and provides a framework for how that money should then be allocated”she says. Read the full article at the link below.

https://www.girlboss.com/money/how-much-money-should-i-have-saved-by-30

 

 


Line Lexington Financial Center Celebrates Reopening

Univest Bank and Trust Co. recently celebrated the reopening of its Line Lexington Financial Center, located at 990 Bethlehem Pike in Line Lexington. The newly remodeled office features faster processing and an improved customer experience. The updated office demonstrates Univest’s commitment to the local community and investing in its existing offices.

To celebrate, Univest will host a free shred event at its Line Lexington location on Saturday, October 6 from 10:00 a.m. until noon. The community is invited to bring up to three boxes of unwanted, personal documents to be securely shred and recycled onsite. Additionally, the Hatfield Police Department…


U.S. News & World Report: What’s in Your Kid’s Wallet?

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is included in this U.S. News & World Report article discussing how to prepare kids to live on their own. “They should be doing weekly and monthly budgeting – figuring out what expenses they will be responsible for, like their cell phone bill, car insurance and food,” he says. Read the full article at the link below:

https://money.usnews.com/money/personal-finance/family-finance/articles/2018-08-29/whats-in-your-kids-wallet-prepare-students-to-live-on-their-own

 

 


6ABC: Teaching College Students About Building Credit

Dave Geibel, managing director and senior vice president at Univest Wealth Management, appears on 6ABC “What’s the Deal” discussing how college students can build credit and learn to budget. “Write out a weekly or a monthly budget and consider getting a credit card. The internet has some great websites like Nerdwallet where you can compare and contrast certain types of credit cards and pick one before your college student goes off to college so you’re getting the best deal,” he says. Check out the segment at the link below.

https://6abc.com/finance/whats-the-deal-teaching-college-students-about-building-credit/4010793/

 


CNBC: Moving in Together? Take These Six Steps First

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is featured in an article on CNBC.com offering advice to millennial couples moving in together. “Say someone is used to spending $200 a month on eating out, the other person loves cooking, going to the farmers’ markets and wants to eat in every night. When it comes to household spending limit, someone is going to have to rein in,” she says. Read the full article at the link below.

 

https://www.cnbc.com/2018/08/10/millennial-couples-can-do-six-things-to-live-in-financial-harmony.html


Univest Donates $2,500 to Meals on Wheels

Univest Bank and Trust Co. recently presented Meals on Wheels of Lehigh County with a check for $2,500 earned through the Lehigh Valley IronPigs “Double Plays Pay” sponsorship. Each time the IronPigs made a double play, Univest provided a $25 donation to Meals on Wheels.

Univest Bank and Trust Co. has participated in the IronPigs “Double Play Pay” sponsorship since 2009 helping a different nonprofit each year including the Community Music School, Lehigh Valley Zoo, Boys & Girls Club of Allentown, Big Brothers Big Sisters Lehigh Valley, Dream Come True, Valley Youth House and The Fund to Benefit Children &…


Univest Insurance Donates $3,000 to Handi-Crafters

Univest Insurance Inc., a subsidiary of Univest Corporation, joined forces with the foundation of one of its key insurance partners, Selective Insurance Group Inc., to provide $3,000 to Handi-Crafters, a local nonprofit. The funds will be used to advance Handi-Crafter’s mission of empowering individuals with disabilities to lead more independent, productive and fulfilling lives.

Univest Insurance donated $2,500 to the organization and applied to the Selective Group Foundation for a matching grant of $500 to bring the total donation to $3,000. The Selective Group Foundation is a philanthropic affiliate of Selective Insurance Group, Inc.

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