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Univest Reached 5,400 Students Through Financial Literacy Programs

Univest Bank and Trust Co. educated 5,406 students through its financial literacy initiatives during the 2017-2018 academic year. Two dozen employees visited more than 15 local schools and youth organizations to teach age-appropriate lessons about saving money and making smart financial choices.

Last fall, Univest participated in the American Bankers Association’s Get Smart About Credit Day. This national campaign raises awareness about the importance of using credit wisely with young people. Univest employees visited local high schools to teach 1,500 students about the importance of having good credit, budgeting, and how to make smart financial decisions.

The bank also participated in…


Univest Celebrates Opening of Intercourse Financial Center

Univest Bank and Trust Co. celebrated the opening of its fifth retail financial center in Lancaster County, located at 1 Heritage Drive in Gordonville, with a traditional ribbon cutting ceremony. The approximately 2,600 square-foot office features Univest’s updated branch design focused on an improved customer experience delivered by a personal banking team. The staff, led by manager, Eileen Henry, has extensive experience providing financial services in the Lancaster market.

“Opening a financial center in Intercourse has been a priority since we first entered Lancaster County,” said Jeff Schweitzer, president and CEO, Univest Corporation. “We feel communities like Intercourse represent the…


U.S. News & World Report: How to Create a Budget That Prioritizes Experiences Over Things

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is included in Maryalene LaPonsie’s U.S. News & World Report article discussing how experience-seekers can create a budget that prioritizes experiences over things. “Take a step back and see what are you spending that’s discretionary,” he says. Check out the full article at the link below.

U.S. News & World Report, June 8, 2018


Credit.com: 5 Financial Planning Tips for Those Just Starting Their Career

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is included in Mia Taylor’s Credit.com article discussing steps that young professionals should consider to get financial plans on track. “A budget will not only keep you organized, but it will force you to take a hard look at any unnecessary spending habits. You will also never know how much you can save, or allocate to things like student debt, until you understand your monthly cash flow,” she says. Check out the full article at the link below.

Credit.com, June 7, 2018

 


NerdWallet: A Day in the Life of a Financial Advisor

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is featured in Anna Jackson’s NerdWallet article highlighting her experience as a wealth advisor, how she got started and the value women being to the financial services industry. “It was really important to me to have a career that made a difference in some way. I wanted to work with people and be on the front lines with customers.” Check out the full article at the link below.

NerdWallet, June 6, 2018

 

 


Univest Installs Community Garden To Support Local Food Bank

Univest Bank and Trust Co. recently planted a community garden at its Lahaska Financial Center. The vegetables from the garden will be donated to the Doylestown Food Pantry. While one in eight people in the U.S. face hunger, that number is one in five people in the Philadelphia area, making it a crisis in our community.

Along with its own gardened foods, Univest will host garden-to-table food swap events on Wednesdays through October 31 from 10:00 a.m. to 1:00 p.m. in the lobby of the Lahaska Financial Center located at 5871 Lower York Road in Lahaska. Members of the community…


Girlboss.com: Here’s What You Should Know Before Buying Stocks For The First Time

Jordan Sowhangar, CFP and wealth advisor at Univest Investments, is included in Theresa Avila’s Girlboss.com article offering insight for first-time millennial investors. When it comes to deciding when and how much to invest Sowhanger suggests, “You do not want to start picking and investing in stocks with money that you know you will need for a down payment on a house less than a year from now.” Check out the full article at the link below.

Girlboss.com, May 29, 2018

 


U.S. News & World Report: 15 Money-Saving Tips for Big Families

Maryalene LaPonsie of U.S. News & World Report includes Dave Geibel, managing director and senior vice president at Univest Wealth Management, in an article discussing tips for big families looking to cut back on spending. For example, buying in bulk online, “We like doing it online because you don’t get caught up in the moment,” he says. Check out the full article at the link below.

U.S. News & World Report, May 25, 2018


Jim Hines Appointed Business Development Manager at Univest Capital

Univest Capital, Inc., a subsidiary of Univest Corporation, has appointed Jim Hines as business development manager on its equipment finance sales team. In this role, Hines will be responsible for the development and growth of Univest Capital’s amusement and vending finance portfolio.

As an industry veteran, Hines brings more than 20 years of experience in the amusement and vending industry. Hines joins Univest from Firestone Financial where he was responsible for developing and leading the sales teams to achieve the company’s volume and growth objectives.

Hines is a graduate of Stonehill College where he earned a bachelor’s degree in management. He is a member…

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