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Univest Provides $225k to Benefit Education in Montgomery County

Univest Corporation recently awarded $225,778 to nine educational organizations in Montgomery County that qualify for the Pennsylvania Educational Improvement Tax Credit (EITC) program. The donations will be used to support educational improvement programs and scholarships for kindergarten through 12th grades. Ultimately, these funds will provide public schools with innovative programming to enhance learning opportunities and allow private schools to offer need-based scholarships to give families the opportunity to provide a faith-based education that otherwise wouldn’t be possible.

Supporting the local communities it serves is at the heart of Univest’s corporate culture. It’s Committed to Local philanthropic program includes corporate financial…


2018 Investment Outlook

The Investment Committee of the Univest Wealth Management Division, under the direction of Timothy Chubb, Chief Investment Officer, recently met to review and update key performance indicators in order to chart its strategy for the coming quarter. In the coming year, we expect to see a healthy U.S. economy and, at this point, modest equity returns given current stock market valuations.

The following is the Committee’s outlook for 2018.

Every forecast is predicated on the information currently available and subject to the risk of unforeseen events, and ours is no exception….


Financial Services as a Career? Insight from Millennial Advisors

It’s no secret the financial services sector is an aging industry. According to industry reports and analysts, there are currently more financial professionals aged 70 and older than there are younger than 30. The inclusion of millennials into the financial sector is critical – both from a succession planning standpoint and because this unique generation offers a strategic relationship-building opportunity with young investors and clients over the long-term.

I checked-in with some of the millennial professionals here at Univest Wealth Management. Over the course of a three-part series on our blog, we’ll hear their opinion on a variety…


Construction Underway on Lehigh Valley Financial Center

Construction is underway for Univest Bank and Trust Co.’s financial center in the Hamilton Crossings shopping center in Lower Macungie Township. The 2,600 square-foot location will be Univest’s first retail location in the Lehigh Valley.

The financial center will feature an updated banking experience with personal bankers, the latest technology and an array of financial solutions including home loans, insurance, wealth management and investments. The financial center, which will include a drive-up lane and ATM, is slated to open by late November.

“We are very excited to open our first retail financial center in the Lehigh Valley. While we have been…

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