Univest Bank and Trust Co, a subsidiary of Univest Corporation of Pennsylvania, has named Kevin Norris as new president of its Wealth Management Division.
Norris, who joined Univest earlier this year through the acquisition of Girard Partners, Ltd., succeeds Kenneth D. Hochstetler who announced his resignation in June to return to his hometown of Goshen, IN and lead Everence as president and CEO. Norris will remain president of Girard Partners, Ltd.
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A Univest Wealth Management Company and oversee the following Wealth Management departments: Wealth Advisory and Planning Services, Univest Municipal Pension Services, Retirement Plan Services and Trust Services. In addition, Norris will serve as president of Univest Investments, Inc.
"Univest’s acquisition of Girard was an investment to build the financial strength of our business as well as the expertise within our executive team," said Jeffrey M. Schweitzer, president and CEO of Univest Corporation of Pennsylvania.
"Kevin’s 37 years of experience in the financial services industry and ability to grow Girard Partners since its inception to more than $550 million in assets under management was part of what attracted us to the company.
Kevin’s strong leadership skills coupled with his proven investment philosophy and client service model will be instrumental in further building Univest’s credibility in delivering Wealth Management solutions to the greater Philadelphia region."
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By GlobalDataNorris holds FINRA Series 6, 7, 24, 53, 63 and 65 licenses as well as the Commonwealth of Pennsylvania Insurance License to offer Life and Fixed Annuities and Variable Life/Variable Annuities. Norris holds a Bachelor of Science degree in Business Administration from LaSalle University.
Like other Univest executives who actively participate in the company’s Committed to Local philanthropic effort, Norris is active in giving back. He serves as treasurer of the Board of Directors and chairman of the Finance Committee at For Pete’s Sake Cancer Respite Foundation. Norris resides in Holland, Pa.
In addition to the appointment of Norris, Univest promoted Joseph D. Blair, a Certified Financial Planner (CFP), to senior vice president and senior financial advisor responsible for Wealth Advisory and Planning Services. Blair joined Univest in 2012 and has 30 years of experience in the financial services industry.
In his new role, in addition to being responsible for providing individuals and families with comprehensive financial plans, investment services and advice on risk management, he will lead the team of six advisors.
