Univest News

Welcome James Barker

Get to know James:

Name: James Barker
Current title: Wealth Advisor Associate at Girard, a Univest Wealth Division

What is your specialty or area of focus?
My goal is to provide an exceptional and comprehensive financial planning experience for our clients.

Tell us about your professional experience
I have almost 10 years of experience in the financial services industry. Prior to joining Girard, I was a help desk product support specialist at eMoney Advisor.

What are your interests outside of work? 
I enjoy weightlifting/bodybuilding, day trips and weekend getaways, trying new restaurants, walking around the neighborhood and local trails with my family and two rescue pit bulls.

Do you have a favorite quote or motto that you live by?
“Well done is better than well said.”

Personal details?
I live in Sellersville with my wife and our daughter.

Investment advisory services offered through Girard Advisory Services, LLC. Securities products, insurance products and brokerage services offered through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency. These affiliated companies are licensed subsidiaries of Univest Financial Corporation.

Investment products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.