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®
Financial Advisor
Univest Investments, Inc.

Jim, a financial advisor with Univest Investments, Inc., has over 13 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. His primary responsibilities consist of creating and maintaining customer investment portfolios with a full range of securities 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 NASD licenses 7, 8 and 63 as well as the Pennsylvania Life, Accident and Health Insurance license. Jim is also a Certified Financial Planner™ Professional.

Barry L. Longenbach, CLU, ChFC
Financial Advisor
Univest Investments

Barry, a financial advisor with Univest Investments, Inc., has been in the financial services industry for 31 years, four of which have been with Univest. Barry creates and maintains investment portfolios for customers consisting of a full range of securities 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. Barry is a graduate of American College with a Master of Science in management and is a Chartered Life Underwriter and Chartered Financial Consultant.

Michael Stewart
Financial Advisor
Univest Investments

Michael Stewart, a financial advisor with Univest Investments, Inc., has recently joined Univest Corporation. He is responsible for financial advising and planning, and brings over 10 years of prior experience in the industry. Prior to joining Univest, Michael worked for Merrill Lynch as assistant vice president and financial consultant. Michael earned his BA in political science from Ursinus College.

William F. Van Sant III, CFP®
Financial Advisor, Vice President, and Sales Manager
Univest Investments, Inc.

Bill, a financial advisor and sales manager with Univest Investments, Inc., oversees and supports the daily sales efforts of the financial advisors for Univest’s 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 customers consisting of a full range of securities including CDs, bonds, stocks, mutual funds and annuities. His success is predicated on 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 is a graduate of Ursinus College with a Bachelor of Arts degree in Economics and is a Certified Financial Planner™ professional. Moreover, he holds NASD licenses 7, 24 and 63, as well as the Pennsylvania Life, Accident and Health Insurance license. He is a member of the North Penn Chamber of Commerce and the North Wales Historic Commission.

Securities and insurance products are offered through Univest Investments, Inc., member NASD/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.