Category: Univest News

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…

The Philadelphia Business Journal recently covered the expansion of Univest’s commercial lending teams in Lancaster and South Jersey. Check out the articles at the links below:

Univest adds 8-person commercial lending team in growing Lancaster County

Montco bank adds first South Jersey lending team

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…
  

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…

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)…

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^SM 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…

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…