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Univest Financial Donates $25,000 to Ronald McDonald House Charities

By: Univest August 13, 2019

Univest Bank and Trust Co. recently presented Ronald McDonald House Charities (RMHC®) of the Philadelphia Region Inc. with a check for $25,000. The donation represents the amount Univest has committed to RMHC’s “Room in Our Hearts” campaign over the next five years.

The fundraising campaign supports their current expansion at the Chestnut Street House. Due to high demand and limited space, they’ve had to turn away more than 5,000 families in need. The renovations, which began in 2017, will more than double its lodging at this facility and provide a comfortable space for families with seriously ill children.

Univest has been…

Univest Expands Commercial Banking Team in Central PA

By: Univest July 16, 2019

Univest Bank and Trust Co. continues to expand its commercial banking team in the Central Pennsylvania region with the addition of two commercial lenders, Justin Conner and Emily Doxzon. These experienced lenders will serve the commercial banking needs of businesses in York County as well as expanding Univest’s footprint into Cumberland and Dauphin Counties. In addition to its regional headquarters in Lancaster, Univest is in the early stages of exploring locations for offices that will support further growth of the teams serving this region.

Justin Conner joins as vice president, Cumberland and Dauphin County market leader. He has more than…

VlDEOS: Univest Educational Giving

By: Univest June 21, 2019

Univest Financial is proud to support educational organizations in each of the counties it serves. One way it provides support is through the Pennsylvania Educational Improvement Tax Credit (EITC) program. Donations support educational improvement programs and scholarships for kindergarten through 12th grades in schools that qualify to receive the funding. The money received helps public schools provide innovative programming to enhance learning opportunities and allows private schools to offer need-based scholarships to give families the opportunity to provide a faith-based education that otherwise wouldn’t be possible.

Below are videos that highlight our support in Montgomery, Bucks, Philadelphia, Lehigh, Lancaster, Chester and Delaware counties.

MONTGOMERY COUNTY:

BUCKS…

3,000 Students Reached Through Financial Literacy Efforts

By: Univest

Univest Financial educated 3,000 students through its financial literacy initiatives during the 2018-2019 academic year. Employees visited local schools and youth organizations to teach age-appropriate lessons about saving money and making smart financial choices. Univest also partnered with EverFi, a leading education technology company that provides real world education through innovative and scalable digital learning.

Through its partnership with EverFi, Univest delivered tailored financial education to eleven local schools in an effort to improve the students’ financial proficiency. This year, the program reached 1,200 students who completed 3,610 hours of critical learning. The courses are designed to empower learners to…

Frank DiMaio Appointed Sales Director of Mortgage Banking

By: Univest June 14, 2019

Univest Bank and Trust Co. recently announced the appointment of Frank DiMaio as senior vice president and sales director of its mortgage banking division. In this role, DiMaio is responsible for overseeing the divisions’ sales teams as well as growth strategy, profitability, recruiting and loan quality.

DiMaio brings more than 20 years of experience in the mortgage industry to his role including serving as a regional sales manager for Wells Fargo where he led a top-producing sales team. He is active in his local community and currently serves as President of the Central Perk Youth Association. Additionally, DiMaio coaches his…

Univest Expands Commercial Banking Team in Lancaster Market

By: Univest April 12, 2019

Univest Bank and Trust Co. has expanded its commercial banking team in the Lancaster region by adding a total of eight commercial lenders and support staff who each have extensive experience serving commercial, industrial and commercial real estate clients. The new team will focus on increasing Univest’s presence in western Lancaster County as well as extending Univest’s footprint to York County.

The new commercial banking team includes:

  • Peter Miklos joins as executive vice president and group leader. He has more than 26 years of experience in the financial services industry. Miklos received his bachelor’s degree from La Salle…

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

By: Univest January 21, 2019

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…

Wall Street Journal: U.S. Stocks Advance on Hopes of Easing Trade Tensions

By: Univest January 17, 2019

Timothy Chubb, chief investment officer at Girard, a Univest Wealth Division, is included in Jessica Menton’s Wall Street Journal article discussing bank earnings. “We’ve had relatively good earnings from the banks. Overall, investors are coming around to the probability that we’re not going to have a recession this year,” he says.

Check out the full article here: https://www.wsj.com/articles/market-rebound-stalls-as-trade-earnings-worries-linger-11547715190?mod=searchresults&page=1&pos=1

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)…

Univest Financial Corporation Streamlines Wealth Services as Girard

By: Univest January 15, 2019

Five Years after Acquiring RIA, Girard Partners, Univest Rebrands its Wealth Division

Univest Financial Corporation (Nasdaq: UVSP) parent company of Univest Bank and Trust Co., marked the fifth anniversary of the acquisition of registered investment advisory (RIA) firm formerly known as Girard Partners, LTD., with a commitment to the Girard brand. Effective January 1, 2019, Univest’s full-service, wealth division began delivering its wealth management and investment services under the Girard brand to capitalize on the national footprint that the RIA has created. Girard, with the backing of Univest, delivers financial planning, retirement plan services, brokerage, investment advisory advice, trust…

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