2017 News

September 5, 2017

Dave Geibel is featured.

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August 24, 2017

Michael Keim is featured.

Michael Keim, president of Univest Bank, is included in an American Banker article by Andy Peters discussing the potential impact of the government reaching the federal debt ceiling.

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August 23, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, in featured in Rita Raagas De Ramos’s Financial Advisor IQ video discussing how to successfully pass down wealth to succeeding generations.

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August 17, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is included in Rita Raagas De Ramos’s Financial Advisor IQ article discussing how advisors can target millennials.

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August 15, 2017

Bill Van Sant is featured.

Rebecca Lake of U.S. News & World Report includes Bill Van Sant, senior vice president and managing director at Univest Wealth Management, in an article discussing ways to avoid overthinking investments.

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August 2, 2017

Dave Geibel is featured.

Rita Raagas De Ramos of Financial Advisor IQ includes Dave Geibel, managing director and senior vice president at Univest Wealth Management, in an article detailing how to assess the value of an investment product.

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July 28, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is included in Rebecca Lake’s U.S. News & World Report article discussing the risk-averse mentality of millennial investors.

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July 20, 2017

Bill Van Sant is featured.

Bill Van Sant, senior vice president and managing director at Univest Wealth Management, is included in Michael Keenan’s GoBankingRates.com article discussing the downsides of the ‘set it and forget it’ investment strategy.

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July 19, 2017

Tom Cassidy is featured.

Tom Cassidy, chief investment officer at Univest Wealth Management Division, is included in Tanya Agrawal’s Reuters article discussing the day’s market moves amid earnings season.

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July 19, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is featured in Rita Raagas De Ramos’s Financial Advisor IQ segment detailing working with millennials.

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July 17, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is featured in a Wall Street Journal podcast.

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July 11, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is included in Nancy Mann Jackson’s DailyWorth.com article.

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July 5, 2017

Girard Partners, a Univest Wealth Management firm is featured.

Girard Partners, a Univest Wealth Management firm, is included in Financial Advisor’s 2017 RIA Ranking.

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June 30, 2017

Bill Van Sant is featured.

Bill Van Sant, senior vice president and managing director of Univest Wealth Management, is included in Rebecca Lake’s U.S. News & World Report article.

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June 29, 2017

Bill Van Sant is featured.

Bill Van Sant, senior vice president and managing director of Univest Wealth Management, is included in a ThinkAdvisor.com article

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June 28, 2017

Dave Geibel is featured.

Dave Geibel, managing director and senior vice president at Univest Wealth Management appears on a Cheddar TV segment to discuss investing tips for millennials.

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June 26, 2017

Tom Cassidy is featured.

Keris Alison Lahiff of TheStreet.com includes Tom Cassidy, chief investment officer at Univest Wealth Management Division, in an article discussing market moves during the last week of Q2.

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May 25, 2017

David Geibel is featured.

Dave Geibel was featured in US News & World Reports

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May 8, 2017

David Geibel is featured.

” Dave Geibel was quoted in this Forbes article, “Get Your Millennials Off Your Payroll.”

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April 17, 2017

Kevin Norris is featured.

” Kevin was quoted in a Philly.com article.

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March 29, 2017

Bill Van Sant is featured.

” Bill was quoted in this New York Times article. “A Tax Penalty for I.R.A. Withdrawals Can Sneak Up on You.”

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March 6, 2017

Bill Van Sant is featured.

“Behind the List” section in Lehigh Valley Business.

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February 6, 2017

Kevin Norris, President, is featured.

Financial Advisor magazine, “Don’t Believe Everything You Read About The DOL Rule.”

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February 3, 2017

Kevin Norris, President, is featured.

Central Penn Business Journal on Trump’s halt of the Fiduciary ruling.

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January 24, 2017

Bill Van Sant, Senior Vice President, shares his view.

With President Trump officially in office now, and plans starting to take shape, what can we expect for our wallets?

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January 13, 2017

David Geibel, a managing director at Girard Partners, a Univest Wealth Management Firm, was featured on Financial Advisor.

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January 10, 2017

Kevin Norris, President of Univest Wealth Management Division, was featured.

Kevin Norris, president of wealth management, Univest Bank and Trust Co., was featured on RIA Central

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January 2, 2017

Bill Van Sant, Senior Vice President, shares his view.

How will the Trump presidency affect your wallet? Our Bill Van Sant wrote an article that shares his insight on the topic in this week’s Lehigh Valley Business Journal.

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January 1, 2017

Bill Van Sant, Senior Vice President, is featured.

Crissa Shoemaker DeBree includes Bill Van Sant in an article, “While some Americans struggle to save, others excel

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