Experienced Advisors
Gary E. Brown
Senior Vice President and Senior Financial AdvisorWealth Management & Trust Group
browng@univest.net
215.721.2410
Gary Brown, a senior vice president and senior financial advisor in Univest’s Wealth Management & Trust Group, has been involved in the financial services industry for over 20 years. Prior to joining the Wealth Management & Trust Group, Gary provided a broad array of financial services to professional clients in Univest’s Private Banking Group. He holds a BA degree from Temple University and a graduate degree in commercial banking from the University of Oklahoma. He is a graduate of the Commercial Banking School at Bucknell University, has obtained his insurance and investment licenses, and is working toward his Certified Financial Planner (CFP®) designation. Gary recently attended Duke University for a Private/Wealth Management course that focused on Estate Planning Services. He serves on the Board of Directors for the North Penn Chamber of Commerce and the Montgomery County Bar Foundation. He is a board trustee for the North Penn YMCA and a member of the Allocations Committee for the North Penn United Way.
David A. Emery, CFP®, CDFA™, CCPS
Vice President and Senior Financial AdvisorWealth Management & Trust Group
emeryd@univest.net
267.898.0534
David Emery helps clients with financial advice and planning, and brings more than 7 years industry experience. In 2003 David earned the Certified Financial Planning (CFP®) designation. He specializes in assisting divorcing clients and has received the designation of Certified Divorce Financial Analyst (CDFA™). In addition, David is one of the select few to receive the designation of Certified College Planning Specialist (CCPS). He has extensive knowledge in helping clients save and pay for college in the most cost efficient manner. Prior to joining Univest, David worked for Prometheus Capital Management Corp. as a Certified Financial Planner (CFP®). He holds a BS degree in mechanical engineering from Lehigh University and an MBA from Baldwin-Wallace College. David also holds NASD series 7 and 66 licenses as well as various insurance licenses.
James M. Farrell
Vice President and Senior Financial AdvisorWealth Management & Trust Group
farrellj@univest.net
267.898.0533
Jim, a senior financial advisor in Univest’s Wealth Management & Trust Group, has been in the financial services industry since 1997, having begun his career with a major national brokerage firm advising both individual and corporate clients. Jim’s prior business experience includes extensive experience in mortgage banking. He is a graduate of Temple University, where he earned his degree in business administration, and he has obtained his securities and insurance licenses.
Jonathan A. Moyer, MF, CFP®
Vice President and Senior Financial AdvisorWealth Management & Trust Group
moyerjo@univest.net
484.931.2612
Jonathan Moyer brings over six years of industry experience to his position as a vice president and senior financial advisor with Univest’s Wealth Management & Trust Group. Jonathan is responsible for managing portfolios for individuals and institutions, along with business development in the local region. Prior to joining Univest he worked as a financial advisor for several other financial planning and investment management firms. Jonathan is a CERTIFIED FINANCIAL PLANNER™ professional and is a member of the Financial Planning Association. He earned his Bachelor of Science degree in biology from Bridgewater College and a Master of Forestry degree from Duke University. Jonathan is also an active member of the Indian Valley Chamber of Commerce’s Educational Committee and the Rotary Club of Springford.
Philip J. Rush, MST, CMA, CFM
Vice President and Senior Financial AdvisorWealth Management & Trust Group
rushp@univest.net
215.721.2412
Philip Rush, a vice president and senior financial advisor in Univest’s Wealth Management & Trust Group, has over 23 years of experience in the financial services industry. He is responsible for providing portfolio management solutions to his clients in an effort to help reach their financial objectives. Phil is a graduate of Eastern Mennonite University, where he earned a Bachelor of Science degree in Business Administration. He also holds a Master of Science degree in Taxation from Widener University and maintains certificates in management accounting (CMA) and financial management (CFM).
James M. Spindler, CFP®
Vice President and Senior Financial AdvisorWealth Management & Trust Group
spindlerj@univest.net
267.898.0532
Jim, a vice president and senior financial advisor in Univest’s Wealth Management & Trust Group, has been involved in the financial services industry since 1993. Prior to joining Univest, Jim was district vice president for a national brokerage firm, where he was responsible for the operations and sales of 16 branch offices. He is a graduate of Shippensburg University, where he earned a degree in finance. He has obtained his securities licenses and life/health insurance license. He has earned the Certified Funds Specialist designation and is working toward a Certified Financial Planning (CFP®) designation.
Barry L. Stoltzfus, CFP®
Executive Vice President and ManagerWealth Management & Trust Group
stoltzfusb@univest.net
215.721.2441
Barry, an executive vice president and manager of Univest’s Wealth Management & Trust Group, earned the designation of Certified Financial Planner (CFP®) at the College of Financial Planning. He is a graduate of the Central Atlantic School of Trust at Bucknell University, the National Graduate Trust School at Northwestern University and earned a Bachelor’s degree from Goshen College. With over twenty years of trust and wealth management experience, Barry’s role involves coordinating the various departments comprising the Wealth Management & Trust Group.