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Univest Opens First Location in York County

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Univest Financial Opens First Location in York County


Regional Office to Provide Comprehensive Financial Services for Businesses and Consumers
 

January 26, 2021 — Univest Financial announces the opening of its first location in York County located at 2901 Whiteford Road in York, Pa. The regional office will serve both business and consumer customers and provide Univest’s integrated financial solutions including commercial lending, consumer and business banking, commercial insurance, employee benefits, mortgage banking and commercial leasing. In addition, wealth management, financial planning and employer retirement plan services will be offered through Girard, a Univest Wealth Division.

The office is staffed by an experienced team of financial professionals and led by Chau Nguyen, who joined Univest in early 2019 as vice president and York County market leader. In 2020, he added two experienced commercial lenders to his team, Claire Forbush and Linda Dang. Financial center manager, Mindi Funk, brings more than 30 years of retail banking experience to her role. Mortgage banking veterans, Denis Trelease and Sam Totoro, will lead the expansion of Univest Home Loans in the region. Kristen Ventre, senior vice president, works with businesses to provide employer retirement plans while Ryan Roy, vice president and wealth advisor, assists individuals and families in planning for their financial future.

“Univest’s strength has always been building relationships in the communities we serve and I am certain our local team of industry veterans will do just that as we help businesses, consumers and nonprofits with their financial needs,” said Michael Keim, president of Univest Bank and Trust Co. “We saw an opportunity to grow in York and look forward to the impact we can have in the market as we continue our strategic expansion in Central Pennsylvania.”

Univest began its expansion in Central Pennsylvania when it entered the Lancaster market in May 2016. Since that time, Univest has reached $1 billion in loan commitments in the Central Pennsylvania market and has built a physical presence including a regional office in Lancaster and five financial centers located in Brownstown, Georgetown, Intercourse, Strasburg and Willow Street. In late 2020, Univest opened a regional office in Berks County and a regional office in Mechanicsburg, Cumberland County is slated to open in the second quarter of 2021. These new regional offices support the company’s strategy to expand into markets contiguous to its current footprint.


About Univest Financial Corporation®
Univest Financial Corporation (UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., has approximately $6.4 billion in assets and $3.8 billion in assets under management and supervision through its Wealth Management lines of business as of September 30, 2020. Headquartered in Souderton, Pa., and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices in southeastern Pennsylvania extending to the Lehigh Valley and Lancaster, as well as in New Jersey and Maryland and online at www.univest.net.
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