UNivest

UNivest

  • PO Box 64197
  • Souderton, Pennsylvania
  • 18964
  • Phone: (215) 721-2400
  • Fax: (215) 538-8890
  • Website

Website Links

Description

Univest has an exceptional philosophy toward its employees not found in many other corporations. For over 137 years, Univest has been dedicated to fulfilling our public's financial needs and has contributed to the quality of life in our communities. As one of the strongest financial institutions in the Delaware Valley and the largest community bank, we continue to provide traditional banking solutions as well as trust, brokerage and insurance products and services.

Univest Corporation of Pennsylvania (UVSP), including its wholly-owned subsidiary, Univest Bank and Trust Co., has $2.2 billion in assets and over $3.0 billion in assets under management and supervision through its Wealth Management lines of business. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region.

Curtis Johnston, a financial advisor with Univest Investments, Inc., has more than five years of experience in the financial services industry. Curtis is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. Curtis is committed to helping his customers define their objectives and risk boundaries, and establishing a personalized plan to achieve their goals through the prudent use of bank, brokerage and insurance services.

Randy Faulkner, a financial advisor with Univest Investments, Inc., has four years of experience in the financial services industry. Prior to moving into the financial services industry, Randy had a career in finance and handled accounting and sales. As a financial advisor at Univest, Randy is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities.

Michael Stewart, a financial advisor with Univest Investments, Inc., has over 17 years of experience in the investment industry. Mike is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage and insurance services.

Fact sheet

Number of employees
10-14

Company contacts

  • Doris Houck
  • Manager

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