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Kelly Regan

Vice President, Wealth Advisor, Cfp ® at Girard, a Univest Wealth Division

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Email Email: r****@meetgirard.com

phone noPhone Number: (***)-***-****

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GIRARD, A UNIVEST WEALTH DIVISION

  • description Description
    We focus on what you value, not on what youre worth In an era driven by technology, we still believe in the value of the human connection. Girard is more than a name; its a promise to deliver...

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  • Employees count Employees 51-200
  • Revenue Revenue 1 Million to 5 Million
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Girard, a Univest Wealth Division Org Chart and Mapping

Employees

Marc Balcer

Director of Investment Strategy, Client Portfolio Manager and Senior Vice President

Cfp® Joshua Butler

Vice President, Wealth Advisor

Lauren Darkes

Vice President, Senior Marketing Manager

Thomas Hellings

Chief Compliance Officer

Gary Brown

Sr. Vice President/Sr. Financial Advisor

Karie Kreutzer

Pension Plan Support Specialist

Kelly Regan

Vice President, Wealth Advisor, Cfp ®

Frequently Asked Questions Regarding Kelly Regan

Answer: Kelly Regan works for Girard, a Univest Wealth Division as Vice President, Wealth Advisor, Cfp ®

Answer: Kelly Regan’s role in Girard, a Univest Wealth Division is Vice President, Wealth Advisor, Cfp ®

Answer: Kelly Regan's email address is r***@gmail.com

Answer: Kelly Regan's business email address is r****@meetgirard.com

Answer: Kelly Regan’s direct phone number is (***)-***-****

Answer: Kelly Regan works in the industry of: Financial Services

Answer: Kelly Regan works Girard, a Univest Wealth Division located at 555 Croton Rd Ste 210, Souderton, Pennsylvania, 19406, United States

Answer: Girard, a Univest Wealth Division's Vice President, Wealth Advisor, Cfp ® is Kelly Regan

Answer: Kelly Regan contact details:

  • Phone number  :  (***)-***-****
  • Email  :  r****@meetgirard.com

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