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Estate Planning

Creating an estate plan can seem overwhelming. Let one of our experienced advisors work with you to create a customized, sophisticated estate plan that will preserve your wealth and define your legacy.

Investment products offered by Univest Bank and Trust Co.'s 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 possible loss of principal amount invested.

Meet our Team of Experienced Advisors

Darlene E. Grafton, CTFA

Vice President and Senior Trust Officer

Wealth Management & Trust Group

215.721.2584

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Darlene E. Grafton, CTFA

Vice President and Senior Trust Officer

Wealth Management & Trust Group

Darlene Grafton, vice president and senior trust officer in Univest's Wealth Management and Trust Group, has been with Univest for 36 years. Darlene oversees our experienced team of fiduciary account administrators and is responsible for trust and estate administration. She graduated with honors from the Central Atlantic School of Trust at Bucknell University and completed the ABA's National Graduate Trust School at Northwestern University. Darlene holds a Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. She serves on the Board of Directors of Grace Christian School.


John C. Kazary, Esquire, CTFA

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

215.799.2959

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John C. Kazary, Esquire, CTFA

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

John Kazary brings 34 years of experience as a licensed Pennsylvania attorney and business owner to his position of vice president and senior financial advisor in Univest's Wealth Management & Trust Group. He is responsible for trust business development in the Bucks County region. John earned his Juris Doctorate degree at Ohio Northern University School of Law and his BA at Bucknell University.  He also graduated with honors from the National Graduate Trust School at Emory University. In addition to his law license John also holds FINRA licenses 6 and 63 and earned the ABA professional designation of Certified Trust and Financial Advisor. He is a member of the Bucks County Bar Association, Bucks County Estate Planning Council and the Central Bucks Chamber of Commerce. John, an alumnus of the Rhode Island School of Music, is a past president of the Doylestown Art League and is an active member of the Bucks County arts community.

Michael A. Kerns, CTFA

Vice President and Trust Officer

Wealth Management & Trust Group

215.721.2444

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Michael A. Kerns, CTFA

Vice President and Trust Officer

Wealth Management & Trust Group

Michael Kerns, vice president and trust officer in Univest's Wealth Management and Trust Group, has been with Univest for 16 years. He handles trust and estate administration. Michael is a graduate of Messiah College with a bachelor of science degree in marketing. He has completed both the Central Atlantic School of Trust/Relationship Management and the National Bankers Association Graduate Trust School. He holds a Certified Trust and Financial Advisor (CTFA) designation from the Institute of Certified Bankers. Michael serves on the Board of Directors of Community Home Services.





 

Timothy E. Mininger, CSA

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

215.721.2423

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Timothy E. Mininger, CSA

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Tim, a vice president and senior financial advisor in Univest's Wealth Management & Trust Group, has over 35 years of experience in the financial services industry, where he served the financial needs of seniors, including investment services, insurance services, and estate planning. Tim holds the designation of Certified Senior Advisor. He is a graduate of Goshen College in Indiana and is a graduate of the National Graduate Trust School at Northwestern University. He has obtained his insurance and securities licenses. Tim is a member of the Indian Valley Public Library's Capital Development Committee and sits on the Board of Directors of Indian Creek Foundation.

Laura S. Reichner

Vice President and Trust Officer

Wealth Management & Trust Group

215.721.8389

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Laura S. Reichner

Vice President and Trust Officer

Wealth Management & Trust Group

Laura Reichner, vice president and trust officer in Univest's Wealth Management and Trust Group, has been with Univest for 16 years. She is a graduate of Bucknell University where she earned a bachelor's degree in psychology. Laura has also completed a three-year program through the Pennsylvania Bankers Association Central Atlantic School of Trust, Investments and Relationship Management.


Janet Reilly

Vice President and Trust Officer

Wealth Management & Trust Group

215.721.2443

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Janet Reilly

Vice President and Trust Officer

Wealth Management & Trust Group

Janet Reilly, vice president and trust officer in Univest's Wealth Management and Trust Group, has more than 35 years of experience in the financial services industry. Janet is responsible for the administration of estates and trusts for individuals and institutions. Prior to joining Univest, Janet worked as a trust officer and an estate administrator for two large financial institutions. Janet has completed numerous courses at the American Institute of Banking and the Pennsylvania Bar Association on trusts and estate planning.


Julianna Van Duyne J.D., LL.M.

Trust Officer

Wealth Management & Trust Group

215.721.2414

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Julianna Van Duyne J.D., LL.M.

Trust Officer

Wealth Management & Trust Group

Julianna Van Duyne brings over 10 years of industry experience to her position as a Trust Officer with Univest's Wealth Management and Trust Group. She is responsible for managing investment portfolios for individuals and institutions, and is responsible for trust business development in the Montgomery County region. Prior to joining Univest, Julianna worked as an associate attorney in a litigation practice concentrating in trusts and estates. She also served as a staff attorney for the Montgomery County Orphans' Court. Julianna earned her Juris Doctorate degree from Villanova University School of Law and her BA degree from Penn State University. In addition, she received her Master of Laws (LL.M.) in Taxation from Villanova University School of Law. Julianna has obtained her securities licenses.  Julianna is a member of the Pennsylvania and Montgomery County Bar Associations and is a member of the Montgomery County Estate Planning Council.