December 25, 2014 10:21 AM ET

Banks

Company Overview of Univest Bank and Trust Co.

Company Overview

Univest Bank and Trust Co. offers commercial banking and trust services in the Montgomery and Bucks counties of Pennsylvania. It offers personal banking solutions such as checking and savings accounts, money market accounts, certificates of deposit, and individual retirement accounts. The bank also offers loan products including auto loans, student loans, and residential mortgages. In addition, it offers business checking accounts, payroll solutions, real estate loans, and Small Business Administration (SBA) programs. Univest Bank and Trust Co. was formerly known as Univest National Bank and Trust Co. and changed its name to Univest Bank and Trust Co. in June 2011. The bank was founded in 18...

Univest Plaza

14 North Main Street

P.O. Box 64197

Souderton, PA 18964

United States

Founded in 1876

Phone:

877-723-5571

Fax:

215-723-8928

Key Executives for Univest Bank and Trust Co.

Chief Executive Officer
Age: 64
Chief Financial Officer and Executive Vice President
Age: 46
Chief Operating Officer and Director
Age: 40
President of Wealth Management Division
Chief Technology Officer and Executive Vice President
Compensation as of Fiscal Year 2014.

Univest Bank and Trust Co. Key Developments

Univest Corporation of Pennsylvania and Univest Bank and Trust Co. Announce Board Promotions

On December 12, 2014, Univest Corporation of Pennsylvania parent company of Univest Bank and Trust Co. (bank), announced the promotion of Michael S. Keim, CPA, to Senior Executive Vice President of the company and the Bank, effective January 1, 2015. Mr. Keim will remain Chief Financial Officer of the company and the Bank. The company also announced the promotion of Duane J. Brobst to Senior Executive Vice President of the company and the Bank, effective January 1, 2015. Mr. Brobst will remain Chief Risk Officer of the company and the Bank.

Univest Corporation of Pennsylvania and Univest Bank and Trust Co. Announce Management Changes

The board of directors of Univest Corporation of Pennsylvania announced the retirement of K. Leon Moyer, effective January 1, 2015. Moyer will retire as president and chief executive officer of Univest Bank and Trust Co. and vice chairman of Univest Corporation after 43 years of service. Moyer will continue to serve on the board of directors for Univest Bank and Trust Co. and be elected on January 1, 2015 as a director of Univest Corporation of Pennsylvania. Jeffrey M. Schweitzer, who succeeded William S. Aichele as chief executive officer of the Corporation on January 1, 2014 will also assume the role of president and chief executive officer of Univest Bank and Trust Co. Schweitzer will be elected on January 1, 2015 as a director of Univest Bank and Trust Co. in addition to serving as director of Univest Corporation of Pennsylvania.

Univest Bank and Trust Co. Announces Executive Changes

Univest Bank and Trust Co. announced the appointment of Kevin B. Norris to president of its Wealth Management Division. Norris, who joined Univest earlier this year through the acquisition of Girard Partners Ltd., succeeds Kenneth D. Hochstetler who announced his resignation in June to return to his hometown of Goshen, IN and lead Everence as president and CEO. Norris will remain president of Girard Partners Ltd. A Univest Wealth Management Company and oversee the following Wealth Management departments: Wealth Advisory and Planning Services, Univest Municipal Pension Services, Retirement Plan Services and Trust Services. In addition, Norris will serve as president of Univest Investments Inc. He serves as treasurer of the Board of Directors and chairman of the Finance Committee at For Pete's Sake Cancer Respite Foundation. In addition to the appointment of Norris, Univest promoted Joseph D. Blair, a Certified Financial Planner (CFP(R)), to senior vice president and senior financial advisor responsible for Wealth Advisory and Planning Services. Blair joined Univest in 2012 and has 30 years of experience in the financial services industry. In his new role, in addition to being responsible for providing individuals and families with comprehensive financial plans, investment services and advice on risk management, he will lead the team of six advisors. He serves on the board of directors of the MusicWorks Music Therapy and the New England Center for Children.

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