Michael Kerns
Vice President and Trust Officer at Univest | Hatfield, Pennsylvania, United States
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Michael Kerns is a seasoned financial professional with over 18 years of experience in the financial services industry, currently serving as Vice President and Trust Officer at Univest Bank and Trust Co. Since its inception in 1876, Univest has built a reputation for its commitment to understanding clients' unique financial needs, and Michael embodies this ethos through his comprehensive approach to Trust and Estate administration. His expertise spans a wide array of services, including strategic financial planning, investment management, and retirement planning, allowing him to provide tailored solutions for individuals, families, and non-profit organizations.
In his role, Michael coordinates the administration of trusts and estates, ensuring that each client receives personalized attention and guidance. He understands that financial goals can evolve, particularly during major life changes such as retirement, inheritance, or philanthropic endeavors. By maintaining an ongoing dialogue with his clients, he is able to adapt strategies that align with their shifting objectives, whether that involves portfolio management, mutual funds, or commercial lending.
Michael’s skill set is further enhanced by his proficiency in credit and loans, allowing him to offer a holistic view of wealth management. His dedication to fostering long-term relationships and his deep understanding of the complexities of trust administration make him a valuable asset to Univest Bank and Trust Co. and its clients. As he continues to navigate the intricacies of the financial landscape, Michael remains committed to empowering his clients to achieve their financial aspirations with confidence.
Vice President and Trust Officer at Univest in October 2001 to Present
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Investments
Strategic Financial Planning
Mutual Funds
Portfolio Management
Commercial Lending
Retirement
Investment Advisory
Retirement Planning
Asset Management
Investment Management
Credit
Loans
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Discover more about UnivestWhat is Michael Kerns email address?
Email Michael Kerns at [email protected]. This email is the most updated Michael Kerns email found in 2026.
What is Michael Kerns phone number?
Michael Kerns phone number is +12159900856 and +12157212427.
How to contact Michael Kerns?
To contact Michael Kerns send an email to [email protected]. If you want to call Michael Kerns try calling on +12159900856 and +12157212427. (updated on October 29, 2024)
What company does Michael Kerns work for?
Michael Kerns works for Univest
What is Michael Kerns's role at Univest?
Michael Kerns is Vice President and Trust Officer
What industry does Michael Kerns work in?
Michael Kerns works in the Financial Services industry.
Michael Kerns Email Addresses
Michael Kerns Phone Numbers
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