Select Page:  Posts Per Page

How do current economic issues impact you?

The first half of 2022 has been a bit of a whirlwind – high inflation, rising interest rates, market volatility, geopolitical unrest. In this six-minute video, we discuss these issues and what it means for you with Dave Geibel, President of Girard, a Univest Wealth Division, and Brian Grzebin, President of Mortgage Banking at Univest.

Tune in for insight on:

  • Inflation’s role in market volatility and interest rates
  • The state of the local housing market
  • Working home ownership into a financial plan
  • Advice for those in the market to purchase a home

5 Tips to Navigate Employee Benefits in the Post-Pandemic Environment

As employee benefits advisors, we have always been tasked with providing employee-focused solutions as well as cost-containment strategies that help our clients’ bottom lines. Like most things, that mission was hugely impacted by the coronavirus pandemic. We were in uncharted waters and Univest clients needed our help and advice more than ever. We heard, “What now?” almost every day.

It appears the height of COVID is behind us and there may even be a light at the end of the tunnel as the vaccine continues to be administered. As we enter the post-pandemic environment, what can you do to wisely…


Univest Appoints Robert Ahrens as Senior Vice President and Commercial Banking Team Leader

Univest Bank and Trust Co. recently announced the appointment of Robert Ahrens as senior vice president and commercial banking team leader. In his role, Ahrens will lead a team of commercial banking relationship managers as they help meet the financing needs of businesses in the greater Philadelphia area. He is committed to helping those businesses navigate today’s fast-changing environment by focusing on creating an environment of collaboration.

Ahrens has more than 20 years of experience in commercial banking. Most recently, he was senior vice president and market director at Santander Bank. Ahrens earned a bachelor’s degree from Bucknell University and…


Cash Crop Potential: What to Know Before You Grow

Pennsylvania has a robust cash crop industry — from corn, soybeans and alfalfa to more niche products like produce, tobacco and hemp. While cash crops can prove to be relatively resilient, they can come with their own risks that could have a drastic impact on growers’ financial welfare. 2020 has proved to be a challenging year for many within the agriculture industry, so it is especially important for farmers thinking about the cash crop sector to consider three key factors that could impact their success.

Know the market. Perhaps the most important factor for farmers to consider is who will…


Univest Supports Local Nonprofit Organizations With Holiday Collections

This holiday season, Univest Financial is supporting various nonprofit organizations with holiday collections at each of its financial centers as well as its corporate headquarters and regional offices.

Local organizations to benefit include Toys for Tots, Keystone Opportunity Center, Penn Foundation, St. Christopher’s Hospital for Children, Water Street Mission, and the Allentown Boys and Girls Club. Univest is committed to providing strong leadership, financial support and volunteerism in the communities it serves. Employees and customers are encouraged to join in the effort to give back this holiday season.

The chart below summarizes the items being collected on behalf of each organization…


Univest Financial Partners With Philadelphia Ronald McDonald House For Show Your Stripes Fundraiser

Univest Financial is teaming up with the Philadelphia Ronald McDonald House (PRMH) for its Show Your Stripes campaign. Now in its fifth year, the goal of the campaign is to support and raise awareness for PRMH. The iconic red and white striped socks will be available for purchase for $10 at all 39 of Univest’s financial centers from September 23 through October 15. A complete listing of Univest’s financial centers can be found at https://www.univest.net/locate-us. All proceeds will go to PRMH’s mission to support families of seriously ill children by creating a community of comfort and hope.

Univest has been actively…


Univest Appoints South Jersey Commercial Banking Team

Univest Bank and Trust Co. will further expand its footprint in southern New Jersey with the addition of three commercial lenders. This commercial banking team has worked together over the past several years serving South Jersey communities. The new commercial banking team includes:

  • Michael Valle joins as senior vice president and team leader. He has more than 35 years of experience in the financial services industry most recently serving as team leader for Berkshire Bank’s expansion into Pennsylvania and New Jersey. He is active in his local community and currently serves as the President of the…

US News: 4 Lessons to Close the Investment Knowledge Gap

Timothy Chubb, chief investment officer for the Univest Wealth Management Division, is included in Rebecca Lake’s U.S. News & World Report article discussing investing tips in light of National Financial Literacy Month. “For retirement investing, take advantage of your time horizon. Young investors tend to be conservative because they don’t want to lose money, but with a longer time frame, they’re doing a disservice to themselves by keeping it under the mattress.” Read the full article at the link below:

https://money.usnews.com/investing/investing-101/articles/2018-04-20/4-lessons-to-close-the-investing-knowledge-gap

 


Dana E. Brown Appointed EVP of Consumer Services

Univest Bank and Trust Co. recently appointed Dana E. Brown as executive vice president of Consumer Services. She brings more than 30 years of experience in banking to her new role, including serving as senior vice president and area manager for Univest’s South Region for the past 18 months.

In her new role, Brown will be responsible for leading sales and operations for the Univest’s financial centers in Bucks, Chester, Montgomery and Philadelphia Counties as well as the Lehigh Valley in Pennsylvania and Cape May County in New Jersey. She will lead Univest’s consumer banking team in a consultative approach…

Select Page: