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The Philadelphia Inquirer: Parents, Do you Steal your Retirement Money to Pay for College?

Bill Van Sant, senior vice president and managing director at Univest Wealth Management, was included in an article in the Philadelphia Inquirer discussing how parents can tackle college costs for their children. “You should have the hard conversation with your kids. In some families, it feels like the kids are making the decisions, going to colleges where their friends attend or which have prestige. They don’t understand what the impact is on their parents,” he said.

Check out the full article here:

Univest Wealth Management is a marketing name used by Univest Corporation of Pennsylvania to provide (1) investment…

Univest Raises Nearly $7,000 for Philadelphia Ronald McDonald House

Univest Bank and Trust Co. recently presented the Philadelphia Ronald McDonald House (PRMH) with a check for $6,936. The money was raised through the Show Your Stripes fundraiser which sold red and white striped sock monkeys at 34 Univest financial centers across Philadelphia, Bucks, Chester, Lehigh, Montgomery and Cape May counties.

Univest customers and employees embraced the promotion by purchasing almost 700 of the plush sock monkeys during the two-week sale. Additionally, Univest employees showed support for the campaign by wearing their red and white stripes on October 15 and posting photos on social media to help generate awareness. All…

$5,000 Caring for Community Giveaway

On December 1 we kicked off our seventh annual Caring for Community Giveaway* which will award a $5,000 donation to a local, nonprofit organization. We are asking YOU to help determine which local nonprofit deserves financial support.

How the giveaway works:

  • Individuals may nominate a local, nonprofit organization by:
    • Submitting the name of the nonprofit in the comment section of the post promoting the Caring for Community Giveaway on Univest’s Facebook OR Instagram.
    • Tweeting the name of a nonprofit to @UnivestCorp using #CaringForCommunity
  • Each comment or Tweet counts as one entry. An individual may submit one entry per day, per…

‘Tis the Season for Giving – Support our Holiday Collections

This holiday season, we are supporting various nonprofit organizations with holiday collections at each of our financial centers as well as our corporate headquarters and regional offices. Employees and customers are encouraged to join in the effort to give back this holiday season.

The chart below summarizes the items being collected on behalf of each organization. Donations can be dropped off at the participating office or financial center. Contact information and addresses for each location can be found at Questions about a particular collection can be directed to the participating Univest location. For general questions, contact the Univest Call Center at…

U.S. News & World Report: Retired and Loving It?

Rodney Brooks of U.S. News & World Report includes Bill Van Sant, senior vice president and managing director at Univest Wealth Management, in an article discussing retiree happiness. “I would say the one underlying theme with happy retirees, aside from the financial, is they are engaged, they have hobbies and things they want to do. Now, this extra time is letting them do it. If I see retirees keeping busy, supporting causes or grandkids, I find overwhelmingly that those folks are more happy versus those who may be well off, but don’t have…

Univest Named Presenting Sponsor of Christkindlmarkt Bethlehem

One of the region’s top holiday attractions, Christkindlmarkt Bethlehem, is adding to its holiday experience this year thanks to the support of Univest Bank and Trust Co., the new presenting sponsor of the event. Named one of the top holiday markets by media like Travel + Leisure and Condé Nast Traveler, Christkindlmarkt kicks off its 26th year when it begins its six-weekend run at SteelStacks Nov. 16.

Established by the nonprofit ArtsQuest is 1993, Christkindlmarkt is a one-of-a-kind holiday experience that brings the spirit of Bethlehem, the Christmas City, alive with the season. The event features aisles of handmade works by…

Univest Reaches More Than 800 Students on Get Smart About Credit Day

As part of its ongoing financial literacy efforts, Univest participated in the American Bankers Association’s Get Smart About Credit Day. This national campaign, which occurs every October, aims to raise awareness about the importance of using credit wisely with young people.

Univest employees visited six local schools to teach lessons about the fundamentals of credit and preventing identity theft. Their efforts reached 830 students.


Univest Museum Now Open!

Univest Bank and Trust Co. celebrated the opening of its new museum, located in the Univest conference center at 24 North Main Street in Souderton, with a traditional ribbon cutting ceremony. Housed in the original Univest Bank and Trust Co. (formerly Union National Bank) building which was built in 1877, the museum showcases Univest’s rich history and highlights Souderton’s early beginnings.

Visitors will see the shared heritage and local artifacts, including ledgers from the first day the Bank opened on June 12, 1876, original signage, the actual page from the first time…

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,…

US News and World Report: How Millennials Can Get Asset Allocation Right

Timothy Chubb, chief investment officer of Univest Wealth Management is included in Rebecca Lake’s U.S. News & World Report article discussing strategies millennials can use when determining asset allocation. “Americans are living much longer, which means investors typically need to stay more aggressive for longer, as the accumulation phase of life is longer than historical norms. Now, using the 110 or 120 is a more realistic reality, given the ever-increasing life expectancy,” he says. Check out the link below for the full article.

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