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

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

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

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…


Univest Financial Awards $5,000 To Quakertown Community Outreach

Univest FinancialSM recently announced Quakertown Community Outreach as the winner of its seventh annual Caring for Community Giveaway, a contest that awards $5,000 to a local, nonprofit organization. Quakertown Community Outreach’s mission is to provide a network of resources, services and support to the homeless and at-risk in the Quakertown community. The group provides assistance and direction with the goal of achieving sustainable independence for those it helps.

Nonprofit groups were nominated for the $5,000 donation by the public through Univest’s Facebook, Instagram and Twitter pages. Quakertown Community Outreach was randomly selected from more than 7,600 entries…


Wall Street Journal: Dow Industrials Fall 508 Points as Investors Fret Over Growth

Tim Chubb, CIO at Univest Wealth Management, was included in an article in the Wall Street Journal discussing why the markets are continuing to fall. “Investors are losing confidence in the direction and progress that we’re making on monetary policy and trade,” he said.

Check out the full article here: https://www.wsj.com/articles/global-stocks-await-cues-on-future-fed-policy-11545035789?mod=hp_lead_pos1

Univest Wealth Management is a marketing name used by Univest Corporation of Pennsylvania to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co. (“Univest Bank”), (2) specific fiduciary and investment advisory services through Girard Partners, Ltd., (3) securities products, insurance…


Yahoo! Finance: Record Number of Investors Moving Out of Equity Funds

Timothy Chubb, chief investment officer at Univest Wealth Management, appears on Yahoo! Finance “Midday Movers” to discuss his market outlook and how to manage volatility concerns. When asked about who scared investors can trust in a volatile environment Chubb says, “For a business like ours it goes back to long-term planning. Investors have to take into account their time frame. We’re looking to hold allocations for 10 plus years. It’s very difficult to time the market, you have to be right twice — when to get out and when to get back in — and the average investor won’t…


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: http://www2.philly.com/philly/business/retirement-college-tuition-student-loans-univest-merrill-lynch-penn-mutual-20181129.html

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


USA Today: After Much Back and Forth, Stocks Largely End Lower on Lingering Concerns

Timothy Chubb, chief investment officer at Univest Wealth Management, discusses the market’s response to ongoing trade tensions with Janna Herron of USA Today. “Everyone is dialed in to see what kind of progress we can make on trade over the next 90 days since the G-20. It’s a binary type of environment. The markets are either positive on trade or negative on trade,” he says.

Check out the full article here: https://www.usatoday.com/story/money/2018/12/11/dow-stocks/2275063002/

Univest Wealth Management is a marketing name used by Univest Corporation of Pennsylvania to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest…


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…
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