Girard, a Univest Wealth Division
Taylor Lombardo is a Client Services Associate at Girard, a Univest Wealth Division since August 2022. Previously, Taylor worked as a Customer Service Representative at Tile It & More from July 2017 to July 2022. Taylor also served as a Marketing/Adult Enrollment Office Assistant at La Salle University from August 2013 to May 2016, primarily responsible for filing paperwork and file organization, as well as other tasks such as shredding papers, inputting information into the office computer system, and delivering documents to other offices around campus. Taylor graduated from La Salle University in 2017 and Archbishop Ryan High School in 2013.
Girard, a Univest Wealth Division
We focus on what you value, not on what you’re worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; it’s a promise to deliver service that’s true to our character. Relatable We’re financial advisors, but we’re people first. People who are passionate about getting to know you. We understand the importance of achieving your financial aspirations and leaving a legacy for future generations. When we work together, we never lose sight of what you value most. Trustworthy As a fully independent wealth management firm, we offer objective, unbiased advice. Our affiliated registered investment advisors also adhere to a fiduciary standard that requires us to act in your best interest. Transparent We’re sincere, honest, and unambiguous. Period. Modern Our person-to-person approach is rooted in tradition, but our solutions and technologies are designed to meet the demands of today. Girard is large enough to support you through a lifetime and small enough to truly care — a winning combination that’s been helping individuals, businesses, and families achieve their financial dreams for generations. Girard is a marketing name used by Univest Financial Corporation to provide (1) investment and wealth management, fiduciary services and trust services through its subsidiary Univest Bank and Trust Co., (2) specific fiduciary and investment advisory services through Girard Advisory Services, LLC (3) securities products, insurance products and brokerage services through Girard Investment Services, LLC, a registered broker-dealer and member of FINRA (Opens in a new Window) and SIPC (Opens in a new Window), and a licensed insurance agency, and (4) investment management and related products and services to Pennsylvania municipal entities through Girard Pension Services, LLC.