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Meet The Team Kasia Lewis

Personal Investments

Kasia Lewis, CTFA

Trust Officer

With 14 years of experience in the financial industry, Kasia represents Univest in a fiduciary capacity in roles such as Trustee, Executor, Guardian of the Estate, Power of Attorney, and Investment Manager. Kasia currently administers Revocable Trusts, Irrevocable Trusts, Special Needs Trusts, Guardianships, settles Estates, and several other types of invested accounts. Kasia’s dependability and compassion for others puts her clients at ease. Kasia strives to be down to earth, respectful, and understanding to all families she works with while being dedicated in helping them achieve their financial goals.
 
Kasia has achieved the CTFA designation (Certified Trust and Fiduciary Advisor), is a current member of the Montgomery County Estate Planning Council, regularly attends the Stetson Law Special Needs Trust educational conference, and obtained Univest’s Women’s Leadership Certificate.
 
When Kasia’s not working, she enjoys watching her children play sports, spending time with friends and family, and relaxing with her dog.

Have At It! Call Me Or Message Me!


Please be advised that trade requests or other time sensitive account requests should not be made via the website as no assurance can be provided that the requests will be received or processed.

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