Bryce J. Bergey, MBA
Relationship Manager, Retirement Plan Officer
Wealth Management and Trust Group
Email
215.721.2446
As Relationship Manager, Bryce works with the Wealth Management & Trust services team assisting clients with Institutional Retirement Plans (Pension Plans, 401(k), and 403(b)). Bryce completed his Master of Business Administration degree at Arcadia University's school of business (Cum Laude) - and was asked to join the honors fraternity, Alpha Epsilon Lambda. His undergraduate degrees are in Business Administration and Economics from Eastern Mennonite University, Virginia; he also holds a Pennsylvania Insurance Producer's Life, Accident and Health License along with FINRA series 6 and 63 licenses. Bryce is a member of Blooming Glen Mennonite Church and sits on the Board of Directors of MEDA International (Mennonite Economic Development Associates) and the local Delaware-Valley chapter of MEDA; he is also active on the Univest United Way Committee.
Timothy V. Swartley, CFP®
Vice President and Senior Trust Officer
Wealth Management and Trust Group
Email
215.721.2453
Tim, a vice president and senior trust officer with Univest and an executive director for Univest Foundation, has been involved in the financial services industry for over eight years, all with Univest. After working for three years in the Commercial Lending Area of Univest, Tim moved to the Trust Area in 1999. As vice president and senior trust officer, he heads up the Institutional Trust Services Team which provides charitable trust services, endowments, corporate retirement plans and financial planning services. He is a Certified Financial Planner and is licensed to sell mutual funds, variable annuities, life and health insurance. He holds a Bachelor of Arts degree in business administration from Eastern Mennonite University, Harrisonburg, VA.
Investment products offered by Univest Bank and Trust Co.'sSM Wealth Management and Trust Division and Univest Investments, Inc., member FINRA and SIPC, a licensed broker dealer and investment advisory subsidiary of Univest Corporation of Pennsylvania, are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including the possible loss of principal amount invested.
