Univest Financial Corporation
UVSPNASDAQFinancialsBanks - Regional

About Univest Financial

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Company Information

CEOJeffrey Schweitzer
Founded1876
IPO DateNovember 3, 1989
Employees949
CountryUnited States
Fiscal YearJanuary - December

Stock Details

ExchangeNASDAQ (NASDAQ)
CurrencyUSD - USD
TypeStock
SubtypeCommon Stock

Contact Information

Phone215 721 2400
Address
14 North Main Street Souderton, Pennsylvania 18964 United States

Corporate Identifiers

CIK0000102212
CUSIP915271100
ISINUS9152711001
EIN23-1886144
SIC6022

Leadership Team & Key Executives

Jeffrey M. Schweitzer CPA
Chairman, President and Chief Executive Officer
Brian J. Richardson CPA
Senior Executive Vice President and Chief Financial Officer
Michael S. Keim CPA
Senior Executive Vice President and Chief Operating Officer
Megan Duryea Santana Esq.
Senior EVice President, Chief Risk Officer, General Counsel and Corporate Secretary
Patrick C. McCormick
Senior Executive Vice President and Chief Commercial Banking Officer of Univest Bank and Trust Co.
Nicole Heverly
Senior Vice President and Director of Corporate Communications
M. Theresa Fosko
Executive Vice President and Chief Human Resources Officer
Karen Elizabeth Tejkl
Senior Vice President
Annette D. Szygiel
Chief Experience Officer and Executive Vice President
Craig Portner
Senior Vice President and Relationship Manager