Roberta Kessler Email & Phone Number

I am a Wealth Advisor with Univest Investments, Inc., and have more than 25 years of experience in the financial services industry. I am committed to being a reliable, trusted resource to my clients by helping them define their investment needs and goals and establishing a personalized, comprehensive investment plan to help achieve those goals. My clients benefit from the vast financial resources offered by Univest including investments, retirement income planning, trust services, lending, insurance, and banking. Prior to joining Univest, I worked as a financial advisor for First Trust Financial and Key Investments. I hold FINRA Series licenses 6, 7, 63 and 65 as well as Pennsylvania and New York Life, Accident and Health Insurance licenses. I am a member of the Central Bucks Chamber of Commerce’s Women in Business group and Warrington Fellowship Church.Securities and insurance products offered through Univest Investments, Inc., member FINRA & SIPC, and a licensed insurance agency. Investment advisory services offered through Girard Partners, Ltd. Univest Investments, Inc. and Girard Partners, Ltd. are affiliated companies. Securities and insurance products offered are not insured by the FDIC or any federal government agency, are not a deposit or other obligation of or guaranteed by the depository institution, and are subject to risks, including possible loss of principal amount invested.

• Vp, Wealth Advisor

  Girard Investment Services Llc

  Jan 2015 - Present