Girard, a Univest Wealth Division logo

Girard, a Univest Wealth Division Employee Directory

Financial ServicesPennsylvania, United States51-200 Employees

Girard, a Univest Wealth Division, operates in the financial services industry and is based in Souderton, Pennsylvania. The marketing name used by Univest Financial Corporation encompasses investment and wealth management, fiduciary and trust services through Univest Bank and Trust Co., fiduciary and investment advisory services through Girard Advisory Services, LLC, securities products and brokerage services through Girard Investment Services, LLC, and investment management for Pennsylvania municipal entities through Girard Pension Services, LLC. The firm describes itself as fully independent and provides objective advice under a fiduciary standard. It employs between 51 and 200 people and maintains a website at meetgirard.com. Recent notes indicate mergers involving Liberty Private Client and Girard Private Investment Group occurred in 2020.

Find Girard, a Univest Wealth Division employees' phone numbers or email addresses

Girard, a Univest Wealth Division Global Highlights

Location
Employees

North America
92

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  • United States Of America
    92

Europe
2

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  • France
    2

Girard, a Univest Wealth Division's Leadership

  • Stylized image of a person
    T. H.
    Chief Compliance Officer
    Phone icon
  • Stylized image of a person
    K. G.
    Wealth Trust Advisor, Vice President
    Phone icon
  • Stylized image of a person
    K. W.
    Vice President, Wealth Advisor, Cfp
    Phone icon
  • Stylized image of a person
    E. S.
    Wealth Advisor
    Phone icon
  • Stylized image of a person
    J. J.
    Wealth Advisor, Cfp
    Phone icon

Girard, a Univest Wealth Division Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Business
  • Business Development
  • Support
  • Other

Contact profiles from Girard, a Univest Wealth Division

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. H.
    Chief Compliance Officer
    Phone icon
    Jun 27, 2026
  • Stylized image of a person
    K. G.
    Wealth Trust Advisor, Vice President
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. W.
    Vice President, Wealth Advisor, Cfp
    Phone icon
    Jul 29, 2024
  • Stylized image of a person
    E. S.
    Wealth Advisor
    Phone icon
    Jun 08, 2026
  • Stylized image of a person
    J. J.
    Wealth Advisor, Cfp
    Phone icon
    Jun 08, 2026

Frequently Asked Questions

What is Girard, a Univest Wealth Division known for?

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Girard, a Univest Wealth Division was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Girard, a Univest Wealth Division's company overview page for more information.

What is Girard, a Univest Wealth Division's most common email format?

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Girard, a Univest Wealth Division employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Girard, a Univest Wealth Division email formats with LeadIQ.

How many employees does Girard, a Univest Wealth Division have currently?

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Girard, a Univest Wealth Division has approximately 62 employees as of July 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Girard, a Univest Wealth Division's key employees and leadership?

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As of July 2026, Girard, a Univest Wealth Division's key employees include:

  • Chief Compliance Officer: T. H.
  • Wealth Trust Advisor, Vice President: K. G.
  • Vice President, Wealth Advisor, Cfp: K. W.
  • Wealth Advisor: E. S.
  • Wealth Advisor, Cfp: J. J.

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