Univest Financial Corporation (UVSP)

NASDAQ: UVSP · IEX Real-Time Price · USD
-0.08 (-0.30%)
Aug 17, 2022 4:00 PM EDT - Market closed

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.

Univest Financial Corporation
Univest Financial Logo
Country United States
Founded 1876
IPO Date Nov 3, 1989
Industry Banks
Sector Financials
Employees 920
CEO Jeffrey Schweitzer

Contact Details

14 North Main Street
Souderton, Pennsylvania 18964
United States
Phone 215 721 2400
Website univest.net

Stock Details

Ticker Symbol UVSP
Exchange NASDAQ
Fiscal Year January - December
Reporting Currency US Dollars
CIK Code 0000102212
CUSIP Number 915271100
ISIN Number US9152711001
Employer ID 23-1886144
SIC Code 6022

Key Executives

Name Position
Jeffrey M. Schweitzer CPA President, Chief Executive Officer and Director
Brian J. Richardson 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 Executive Vice President, Chief Risk Officer, General Counsel and Corporate Secretary
Eric W. Conner Senior Executive Vice President and Chief Information Officer
Nicole Heverly Senior Vice President of Corporate Communications
M. Theresa Fosko Executive Vice President and Chief Human Resources Officer
George D. Terry Executive Vice President
Karen Elizabeth Tejkl Senior Vice President
John W. Duerksen Executive Vice President of Corporate Banking - Montgomery County

Latest SEC Filings

Date Type Title
Aug 5, 2022 13F-HR Quarterly report filed by institutional managers, holdings
Aug 2, 2022 10-Q Quarterly Report
Aug 1, 2022 8-K Current Report
Jul 28, 2022 8-K Current Report
May 17, 2022 8-K Current Report
May 5, 2022 13F-HR Quarterly report filed by institutional managers, holdings
May 3, 2022 S-3D Filing
May 3, 2022 10-Q Quarterly Report
May 2, 2022 8-K Current Report
Apr 27, 2022 8-K Current Report