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Solving the Millennial Client Dilemma


David Geibel, a managing director at Girard Partners, a Univest Wealth Management Firm, was featured on Financial Advisor IQ

July 19, 2017

Dave Geibel, managing director and senior vice president at Univest Wealth Management, is featured in Rita Raagas De Ramos’s Financial Advisor IQ segment detailing working with millennials. “The millennial generation is larger than the baby boomer generation; we think it’s very important to start thinking about and targeting that demographic even though it’s not as lucrative today as the boomer generation,” he says.

View the segment here:

Investments offered by Girard Partners, a Univest Wealth Management Firm, are not FDIC insured, are not a deposit of or bank guaranteed, and are subject to risks, including loss of principal amount invested.

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