Girard, the wealth management division of Univest Financial Corporation, with $3.6 billion in assets under management and supervision as of June 30, 2020, recently appointed David Geibel as president. Geibel, previously served as senior vice president and managing director at Girard Advisory Services, LLC, the investment advisory firm within the division. He replaces Kevin Norris, who retired at the end of March.
Geibel joined Girard Advisory Services, LLC in 2005 as a wealth advisor. He has dedicated his time to serving clients with personalized, comprehensive investment strategies which has driven his thought leadership on client-centric wealth management. Prior to joining the Girard team, Geibel managed client relationships for The Sycamore Group and built institutional investment strategies at BlackRock, Inc.
As president, Geibel plans to continue the client-focused work and growth trajectory built by Norris who founded Girard Advisory Services, LLC in 1995. After Univest Financial Corporation acquired Girard Advisory Services, LLC in 2013, Norris served as president of Univest’s Wealth Management Division.
“I’m honored and excited to continue Kevin’s legacy of successfully serving clients,” explains Geibel. “Helping people prepare for their financial future is something I’m passionate about and I’m proud to lead a team with a steadfast commitment to working with our clients to meet their unique needs. My vision is to foster continued growth at Girard while maintaining the high level of support and focus our clients have come to know us by.”
“Providing comprehensive wealth management solutions has been an integral part of our efforts to diversify our business and continue to thrive in this competitive financial industry,” says Jeff Schweitzer, president and CEO of Univest Financial Corporation. “Dave’s dedication to clients, and his high level of expertise will allow Girard, to continue to act as an industry leader in providing planning, advice and wealth solutions.”
Geibel earned his bachelor's degree in finance and accounting from Drexel University and is a graduate of the Executive Regional Leadership Forum and Cannon Trust School. Geibel is an avid runner and passionate advocate for people with special needs. He lives in Malvern, Pa. with his wife and three sons.
About GirardGirard is a full-service wealth management division backed by the strength and stability of Univest Financial Corporation (UVSP) and its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, which has approximately $6.1 billion in assets and $3.6 billion in assets under management and supervision through its wealth management lines of business as of June 30, 2020. Girard delivers financial planning, retirement plan services, brokerage, investment advisory advice, trust services and a full range of insurance and private banking solutions. Girard has offices in Pennsylvania, Florida and Virginia and more information is available online at www.meetgirard.com.
Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA and SIPC, and a licensed insurance agency, and (4) investment management and related products and services for Pennsylvania municipal entities through Girard Pension Services, LLC. Investment products and services are not FDIC insured, not a bank deposit, not bank guaranteed, not insured by any federal government agency and are subject to risks, including possible loss of any principal amount invested.