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Our Culture

Who We Are

Univest Financial Corporation (UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, has approximately $6.9 billion in assets and $4.0 billion in assets under management and supervision through its wealth management division, as of September 30, 2022. 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 in the Mid-Atlantic Region.

Corporate Culture

Univest is a community and employee-centric organization that believes in putting core values into action while delivering an excellent customer experience.

Mission Statement

Our purpose and philosophy is to be a strong, influential leader in the markets we choose to serve. We will provide financial solutions to individuals, businesses and non-profit organizations; maintain an active role in our communities; and build loyal relationships with our customers and employees so that a fair profit will be provided for both the Corporation and our shareholders.

Vision Statement

To be the best integrated financial solutions provider in the market.

Core Values

  • Tradition: We have a rich history built on time-honored values, hard work and sound innovation.
  • Integrity: We believe employees, customers, shareholders and the communities we serve should be treated with honesty, fairness and respect.
  • Excellence: We provide personalized service and strong results to customers by delivering integrated solutions through teamwork, technology and industry expertise.
  • Community: We are socially responsible, committed to serving our communities through strong leadership, volunteerism and financial support
  • Spirituality: We believe in the basic goodness of our fellow men and women, and our actions are guided by a sense of compassion and moral responsibility.

The Univest Way

These 18 "Fundamentals" describe the daily practices that bring our culture to life. They’re what differentiate us from others and what drive our continued success.    

Fundamental #1
Always Do the Right Thing
Fundamental #2
Have a Growth Mindset
Fundamental #3
Practice Servant Leadership
Fundamental #4
Invest in Relationships
Fundamental #5
Deliver Exceptional Service
Fundamental #6
Comply with Regulations
Fundamental #7
Don't Be an Energy Vampire
Fundamental #8
Be Nice
Fundamental #9
Honor Commitments
Fundamental #10
Fundamental #11
Attack the Problem, Not the Person
Fundamental #12
Give Back
Fundamental #13
Provide Solutions
Fundamental #14
Assume Positive Intent
Fundamental #15
Listen Generously
Fundamental #16
Speak Straight
Fundamental #17
Celebrate Success
Fundamental #18
Have Fun

Photo of Jeff Schweitzer, CEO

2021 Annual Report* 

the letter B to indicate the blogFROM THE BLOG


By: Mike Keim, President, Univest Bank and Trust Co.


By: Kevin Davis, VP & Senior Employee Benefits Consultant

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