Michael Litz
Vice President, Pension & Wealth Advisor at Girard, a Univest Wealth Division | Havertown, Pennsylvania, United States
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Vice President, Pension & Wealth Advisor at Girard, a Univest Wealth Division in September 2023 to Present
Regional Director at Vanguard in January 2018 to September 2023
Nonprofit Sales Executive at Vanguard in November 2014 to January 2018
Senior Sales Administrator at Vanguard in June 2013 to December 2014
Sales Administrator at Vanguard in October 2011 to June 2013
Brokerage Services Associate at Vanguard in November 2010 to October 2011
Financial Advisor at AXA Advisors in April 2009 to November 2010
Internal Marketing Consultant at Lincoln Financial Distributors in January 2007 to January 2009
Regional Sales Associate at SEI in July 2004 to May 2007
Account Executive at Richmond Financial Services in January 2004 to July 2004
Officer at United States Secret Service in April 2003 to January 2004
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Villanova University, MBA, January 2007 to January 2014
The George Washington University - School of Business, B.B.A, January 1997 to January 2001
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Tax Strategy
Financial Advisory
Investment Management
ETFs
Variable Annuities
Life Insurance
Series 63
Series 7
Mutual Funds
Retirement Planning
Fixed Annuities
Series 65
Investments
Wealth Management
Securities
Separately Managed Accounts
Insurance
Strategic Financial Planning
Investment Advisory
Portfolio Management
Asset Managment
Asset Allocation
Alternative Investments
Financial Analysis
Series 6
Finance
Asset Management
Financial Planning
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Discover more about Girard, a Univest Wealth DivisionWhat is Michael Litz email address?
Email Michael Litz at [email protected] and [email protected]. This email is the most updated Michael Litz's email found in 2026.
How to contact Michael Litz?
To contact Michael Litz send an email to [email protected] or [email protected].
What company does Michael Litz work for?
Michael Litz works for Girard, a Univest Wealth Division
What is Michael Litz's role at Girard, a Univest Wealth Division?
Michael Litz is Vice President, Pension & Wealth Advisor
What is Michael Litz's Phone Number?
Michael Litz's phone (215) ***-*336
What industry does Michael Litz work in?
Michael Litz works in the Financial Services industry.
Michael Litz Email Addresses
Michael Litz Phone Numbers
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