Company Description
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania.
It operates through three segments: Banking, Wealth Management, and Insurance.
The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations.
The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships.
The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services.
It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices.
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.
| Country | United States |
| IPO Date | Apr 16, 1998 |
| Industry | Banks - Regional |
| Sector | Financial Services |
| Employees | 920 |
| CEO | Jeffrey M. Schweitzer CPA |
Contact Details
Address: 14 North Main Street Souderton, Pennsylvania United States | |
| Website | https://www.univest.net |
Stock Details
| Ticker Symbol | UVSP |
| Exchange | NASDAQ |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| CIK Code | 0000102212 |
| CUSIP Number | 915271100 |
| ISIN Number | US9152711001 |
| Employer ID | 23-1886144 |
| SIC Code | 6022 |
Key Executives
| Name | Position |
|---|---|
| Jeffrey M. Schweitzer CPA | Chairman, President & Chief Executive Officer |
| Brian J. Richardson CPA | Senior Executive Vice President & Chief Financial Officer |
| Michael S. Keim CPA | Senior EVice President & Chief Operating Officer |
| Annette D. Szygiel | Chief Experience Officer & Executive Vice President |
| Craig Portner | Senior Vice President & Relationship Manager |
| Karen Elizabeth Tejkl | Senior Vice President |
| M. Theresa Fosko | Executive Vice President & Chief Human Resources Officer |
| Megan Duryea Santana Esq. | Senior EVice President, Chief Risk Officer, General Counsel & Corporate Secretary |
| Nicole Heverly | Senior Vice President of Corporate Communications |
| Patrick C. McCormick | Senior EVice President & Chief Commercial Banking Officer of Univest Bank and Trust Co. |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Nov 14, 2024 | 13F-HR | Quarterly report filed by institutional managers, ... |
| Nov 04, 2024 | 4 | Filing |
| Oct 29, 2024 | 10-Q | Quarterly Report |
| Oct 24, 2024 | 8-K | Current Report |
| Sep 19, 2024 | 4 | Filing |
| Sep 19, 2024 | 4 | Filing |
| Sep 06, 2024 | 4 | Filing |
| Sep 06, 2024 | 4 | Filing |
| Sep 04, 2024 | 4 | Filing |
| Sep 04, 2024 | 4 | Filing |