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...
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.
