Girard, a Univest Wealth Division Email Formats
Financial Services • 
Souderton, Pennsylvania, United States • 51-100 Employees
Girard, a Univest Wealth Division Email Formats
Girard, a Univest Wealth Division uses 3 email formats. The most common is {last name}{first initial} (e.g., doej@meetgirard.com), used 72.2% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{first initial} | doej@meetgirard.com | 72.2% |
{last name}{last name} | doedoe@meetgirard.com | 22.2% |
{2char} | {2char}@meetgirard.com | 5.6% |
Key Contacts at Girard, a Univest Wealth Division
Chris Powers
Executive Vice President - Managing Director Of Relationship Management
William Smith
Senior Vice President, Managing Director Of Pension Services
Nathan Rosenberg
Vice President, Director Of Investment Research
Renee Bowen
Director Of Operations & Compliance
Bill Van Sant
Evp, Managing Director
Rich Seidel
Chairman & Founder
Bruce Freeston
Director Investment Research, Senior Vice President
Jennifer Strawser
Director Of Portfolio Management
Company overview
| Headquarters | Souderton, Pennsylvania, United States |
| Phone number | +16102282805 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Retirement Planning, Financial Planning, Estate Planning, Investment Management |
| Founded | 1996 |
| Employees | 51-100 |
| Socials |
About Girard, a Univest Wealth Division
We focus on what you value, not on what you’re worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it’s a promise to deliver service that’s true to our character. Relatable We’re financial advisors, but we’re people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most. Trustworthy As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. Transparent We’re sincere, honest, and unambiguous. Period. Modern Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today. Girard is large enough to support you through a lifetime and small enough to truly care — a winning combination that’s been helping individuals, businesses, and families achieve their financial dreams for generations. Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Girard, a Univest Wealth Division has 35 employees across 8 departments.
Departments
Number of employees
Funding Data
Girard, a Univest Wealth Division has never raised funding before.
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