Univest Financial Corporation investor relations material

Univest Financial Corporation engages in the bank operations, wealth management, and insurance operations. The company's wealth management segment provides investment advisory services, investment and retirement services, as well as individual retirement accounts services to high net-worth individuals, trusts, pension plans, endowments and foundations, other institutional investors, personal trusts, charitable organizations, registered investment advisors, financial planners and broker dealers. Its insurance segment designs and sells annuity and life insurance policies for individuals; and health insurance policies for families.