Joseph Cfp

Address : Souderton, Pennsylvania, United States
Industries : Financial Services
Website : meetgirard.com
Phone : +1 215-721-2400
Position : Senior Financial Advisor

Description : Founded in 1996, Girard, a Univest Wealth Division is a Pennsylvania-based organization that focus on financial services.

Colleagues :

Gary Brown ( Sr. Vice President/Sr. Financial Advisor )

John Sullivan ( Senior Client Services Manager )

Dylan Welsh ( Wealth Advisor Associate )

Renee Bowen ( Director of Operations & Compliance )

Thomas Hellings ( Chief Compliance Officer )

Work History and Education

Girard, a Univest Wealth Division
Financial Services
Senior Financial Advisor
( 2015/09/01 - Present )

Merrill Edge
Financial Services
Financial Solutions Team Manager
( 2006/06/01 - 2015/09/01 )

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Current Company Details

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