Experienced Advisors
To speak to an advisor or to learn more about which advisor covers your area, please contact our Operations Assistant, Ryan Krapf, at 215.721.2112 or investments@univest.net.
 |
James H. H. Jacobson, CFP®Vice President and Financial Advisor
|
Jim, a financial advisor with Univest Investments, Inc., has over 16 years of experience in the financial services industry. Jim spent nearly nine years with a well-respected national investment firm, serving as senior investment specialist and then investment center manager in a branch with customer assets in excess of $1 billion. Desiring to work for a small firm, he joined Univest in 2002 and now manages over $61 million in client assets. His primary responsibilities consist of creating and maintaining customer investment portfolios with a full range of products including CDs, bonds, stocks, mutual funds and annuities. Throughout the process, he helps customers define their specific, unique financial objectives and risk boundaries, and continues to help them achieve their objectives through the prudent use of bank, brokerage and insurance services. Jim received a Bachelor of Science degree in finance and graduated Magna Cum Laude from Bradley University in Peoria, Illinois. He holds FINRA licenses 7, 8, 63 and 65 as well as the Pennsylvania Life, Accident and Health Insurance license. Jim is also a CERTIFIED FINANCIAL PLANNER® professional.
 |
Michael StewartFinancial Advisor
|
Michael Stewart, a Financial Advisor with Univest Investments,Inc., has over 14 years of experience in the investment industry. Mike is responsible for creating and maintaining client portfolios consisting of a full range of products including CDs, bonds, stocks, mutual funds and annuities. His success is evident in his ability to help customers define their objectivesand risk boundaries, then achieve their objectives through the prudent use of bank, brokerage, and insurance services. Mike is currently working toward his CFP® designation with an expected completion date of November 2008. Prior to joining Univest, Mike worked for Merrill Lynch as an assistant vice president and financial consultant. Mike received his Bachelor of Science degree in Political Science from Ursinus College and holds FINRA licenses 7 and 63 along with the Pennsylvania Life, Accident, and Health insurance license.
 |
William F. Van Sant III, CFP® Vice President and Sales Manager
|
Bill oversees and supports the daily sales efforts of the financial advisors in the Univest Financial Service Centers. As the liaison between management and the financial advisors, he is instrumental in the development and implementation of new products and services. In addition, Bill creates and maintains investment portfolios for clients consisting of a full range of products including CDs, bonds, stocks, mutual funds, and annuities. His success is evident in his ability to help customers define their objectives and risk boundaries, then achieve their objectives through the prudent use of bank, brokerage, and insurance services. Bill received his Bachelor of Arts degree in Economics from Ursinus College and holds FINRA licenses 7, 63, 24, and 51 along with the Pennsylvania Life, Accident, and Health Insurance license. Bill is also a CERTIFIED FINANCIAL PLANNER® professional. He is on the Board of Trustees on both the Historical Society of Montgomery County and The Speakers’ House. In addition, he serves on North Wales Borough Council and the North Wales Historic Commission.
 |
Gregory F. YagodzinskiFinancial Advisor
|
Securities and insurance products are offered through Univest Investments, Inc., Member FINRA and SIPC, a licensed subsidiary of Univest Corporation of Pennsylvania. They are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including possible loss of principal amount invested.