Girard a Univest Wealth Division

  • Financial Services
  • Souderton PA
  • 76 employees
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Company Overview

Headquarters
Souderton PA
Website
meetgirard.com
Phone
(610) 337-7640
Employees
76
Founded in
1996
Industry
Financial Services
NAICS Code
NAICS Code 523110 Companies
NAICS Code 52 Companies
NAICS Code 5231 Companies
NAICS Code 52311 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$2B

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Who is Girard a Univest Wealth Division

Girard a Univest Wealth Division is a financial advisory firm based in Souderton, Pennsylvania. With 76 employees, the company offers a range of financial services to individuals, businesses, and families. Girard a Univest Wealth Division is committed to providing personalized financial guidance and managing assets responsibly. Their services encompass investment and wealth management, fiduciary services, trust services, specific fiduciary and investment advisory services, securities products, insurance products, brokerage services, and investment management products for Pennsylvania municipal entities. They strive to understand each client's unique needs and goals, developing tailored solutions to help them achieve their financial aspirations. The firm emphasizes a "person-to-person" approach, combining traditional values with modern solutions and technologies. Girard a Univest Wealth Division prides itself on its transparency, trustworthiness, and commitment to acting in the best interests of its clients. They are a fully independent wealth management firm, dedicated to providing objective and unbiased advice. For inquiries or to learn more about their services, interested individuals can visit their website at meetgirard.com.

Company Leadership

Kevin Norris

President

Phone Email
Timothy Chubb

Chief Investment Officer, Executive Vice President

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Girard a Univest Wealth Division Industry Tags

Investment Management
Financial Planning
Retirement Planning
Estate Planning
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Girard a Univest Wealth Division Tech Stack

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FAQ

What is the location of Girard a Univest Wealth Division's headquarters?
The headquarters of Girard a Univest Wealth Division are situated at Souderton PA
What is Girard a Univest Wealth Division's phone number?
Girard a Univest Wealth Division's contact number is (610) 337-7640.
What is Girard a Univest Wealth Division's official website?
The official website of Girard a Univest Wealth Division can be found at meetgirard.com.
What is Girard a Univest Wealth Division's current revenue?
As of May 2019, Girard a Univest Wealth Division's annual revenue reached $2B.
How many employees does Girard a Univest Wealth Division currently have?
Girard a Univest Wealth Division employs approximately 76+ people as of May 2019
Which industries is Girard a Univest Wealth Division primarily operating in?
Girard a Univest Wealth Division operates in the following industries: Credit, Finance
Who is the President of Girard a Univest Wealth Division?
Girard a Univest Wealth Division's President is Kevin Norris
What are Girard a Univest Wealth Division's industry tags?
Girard a Univest Wealth Division's industry tags include: Investment Management, Financial Planning, Retirement Planning
When was Girard a Univest Wealth Division founded?
Girard a Univest Wealth Division was founded in 1996.

Employee Directory

Key Employees

David Geibel

President

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Gary Brown

Sr. Vice President/Sr. Financial Advisor

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Skip Dittmann

Vice President

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John Sullivan

Senior Client Services Manager

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Lauren Darkes

Vice President, Senior Marketing Manager

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