Press Release: Eva Victor Appointed Director of Wealth Planning
Girard, the wealth management division of Univest Financial Corporation, with $3.8 billion in assets under management and supervision as of September 30, 2020, recently appointed Eva Victor, JD, LL.M as senior vice president and director of wealth planning with its Registered Investment Advisor firm, Girard Advisory Services, LLC. In this newly created role, Victor is responsible for developing the firm’s wealth planning practice and overseeing the financial planning experience for Girard’s clients. She brings more than 25 years of experience as an attorney in the financial services industry as well as extensive knowledge in estate, trust and wealth transfer planning to her role. Victor’s approach is to look at each client holistically and produce thoughtful guidance and customized plans aimed at addressing financial objectives.
“We’re excited to have Eva join the Girard team. Building the firm’s wealth planning practice is a strategic priority and I look forward to working alongside her to provide an exceptional client experience,” says David Geibel, president of Girard. “Eva’s in-depth knowledge in estate, tax and trust matters will be a tremendous asset to our clients and advisors.”
Prior to joining Girard, Victor spent 22 years at Penn Mutual Life Insurance Company where she supported more than 3,000 advisors nationwide and was responsible for developing and implementing sophisticated financial plans for clients.
Victor earned a Bachelor of Science in economics and finance from the University of Scranton, a Juris Doctorate from The Dickinson School of Law and a Master of Letters and Laws in taxation from Villanova University School of Law. Victor is a member of the American, Pennsylvania, and Philadelphia Bar Associations as well as the Philadelphia Estate Planning and Planned Giving Councils. A lifelong resident of Pennsylvania, she currently resides in Bryn Mawr, Pa.
Girard is a comprehensive wealth management division backed by the strength and stability of Univest Financial Corporation (UVSP) and its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, which 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. Girard delivers financial planning, retirement plan services, brokerage, investment advisory advice, trust services and a wide range of insurance and private banking solutions. Girard has offices in Pennsylvania, Florida and Virginia and more information is available online at www.meetgirard.com.