Gary E. Brown
Senior Vice President and Senior Financial Advisor
Wealth Management & Trust Group
Email
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.
James M. Farrell
Vice President and Senior Financial Advisor
Wealth Management & Trust Group
Email
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.
James M. Spindler, CFP®
Vice President and Senior Financial Advisor
Wealth Management & Trust Group
Email
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 Manager
Wealth Management & Trust Group
Email
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.
