Experienced Advisors
Bryce J. Bergey, MBA
Assistant Retirement Planning OfficerWealth Management and Trust Group
bergeyb@univest.net
215.721.2446
As a retirement plan specialist, Bryce Bergey works with the institutional trust services team assisting clients with corporate retirement plans (401(k), 403(b) and pension plans). Bryce graduated with his Master of Business Administration degree from Arcadia University. He is also an alumnus of Eastern Mennonite University with a Bachelor of Arts Degree in Business Administration and Economics. Bryce holds a Pennsylvania Insurance Producer’s Life, Accident and Health License along with NASD series 6 and 63 licenses. Living local to the area, Bryce is a member of Blooming Glen Mennonite Church, the Mennonite Economic Development Associates (MEDA), Univest United Way Committee, and serves as a board member for the Delaware Valley chapter of MEDA.
Timothy V. Swartley, CFP®
Vice President and Senior Trust OfficerWealth Management and Trust Group
swartleyt@univest.net
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.
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.