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Investment Management

Univest's team of experienced advisors can help you understand the investment landscape -- and the most important rule of investing, asset allocation. Whether you're looking for high growth or capital preservation, your Univest Wealth Advisor will provide advice and access to quality securities, to help meet your goals.  

Portfolio Performance Reporting 

This online service allows you to view the performance of your investment portfolio relative to the general market. You are able to customize the presentation into a format that makes the most sense to you.

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

Joseph Blair, CFP®

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

215.721.8386

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Joseph Blair, CFP®

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Joseph Blair, senior vice president and senior financial advisor in Univest's Wealth Management and Trust Group, has 30 years of experience in the financial services industry. Joseph is responsible for providing individuals and families with comprehensive financial plans, investment services and advice on risk management. He earned his master's degree in business administration from Stanford Graduate School of Business, a master's degree from Harvard Kennedy School of Government/Graduate School of Design and a bachelor's degree cum laude in government from Harvard College. Joseph also holds a Certified Financial Planner (CFP®) designation. He serves on the board of directors of the Academy of Vocal Arts and the New England Center for Children.

Gary E. Brown

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

215.721.2410

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Gary E. Brown

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

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.

Edward Clewell

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

484.224.3029

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Edward Clewell

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Ed Clewell, vice president and senior financial advisor in Univest's Wealth Management and Trust Group, has more than 15 years of experience in the financial services industry. He is responsible for providing comprehensive wealth management solutions for individuals and their families in the Lehigh Valley region. Ed currently holds FINRA Series licenses 6, 7 and 63, Pennsylvania Life, Fixed and Variable Annuity licenses and the Accredited Asset Management Specialist (AAMS) designation from the College for Financial Planning. He is a member of the College for Financial Planning Alumni Association.

James M. Farrell

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

267.898.0533

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James M. Farrell

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

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. 

Glen Reyburn, ChFC®, AEP®

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

484.947.2751

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Glen Reyburn, ChFC®, AEP®

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Glen Reyburn, vice president and senior financial advisor in Univest's Wealth Management and Trust Group, has 20 years of experience in the financial services industry. Glen is responsible for providing comprehensive wealth management solutions for individuals and their families in the Chester County region. She graduated cum laude from Villanova University where she earned a bachelor's degree in English and languages. She is a Chartered Financial Consultant (ChFC®) and Accredited Estate Planner®. Reyburn is President of the Board at Spring Brook Farm and serves on the Board of Directors for Home of the Sparrow.  She is an active member of the Forum of Executive Women, Main Line Chamber, Philadelphia Estate Planning Council and Partnership for Philanthropic Planning. In addition, Reyburn volunteers with the Alzheimer's Association.

James M. Spindler, CFP®

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

267.898.0532

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James M. Spindler, CFP®

Senior Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Jim, a senior 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 as well as the Certified Financial Planner (CFP®) designation.

Jonathan J. Zeminski, CFP®

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

484.947.2751

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Jonathan J. Zeminski, CFP®

Vice President and Senior Financial Advisor

Wealth Management & Trust Group

Jonathan Zeminski, vice president and senior financial advisor in Univest's Wealth Management and Trust Group, has more than 10 years of experience in the financial services industry. Jonathan is responsible for providing comprehensive wealth management solutions for individuals and their families in the Chester County region. He holds a bachelor's degree in finance from Cabrini College and a master's degree in financial services from Saint Joseph's University. He also holds the designation of Certified Financial Planner (CFP®). Jonathan is a member of the Chester County Estate Planning Council and the Willistown Township Community Garden.