See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

JK

John Kazary

Vice President and Senior Financial A... at Univest Bank and Trust Co.
Intro Book
Seasoned financial expert with expertise in wealth management, estate planning, and investments.
  • Claim this Profile
Location
Doylestown, Pennsylvania, United Stat...
Skills
  • Estate Planning
  • Wealth Management
  • Investments
  • Financial Services
  • Financial Planning
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
John Kazary is a seasoned financial expert with 21 years of experience in wealth management, estate planning, and investments. He holds a JD from Ohio Northern University and a BA in Psychology from Bucknell University, and has received comprehensive training in trusts, taxation, and investment management. He has worked as a Vice President and Senior Financial Advisor at Univest Bank and Trust Co. and as an Attorney at Law Offices of John C. Kazary.

Experience

  • Univest Bank and Trust Co.
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President and Senior Financial Advisor
      • Feb 2003 - Present

      I manage trust and wealth management accounts. I also work with attorneys to give their clients access to the extensive capabilities of the Univest Bank trust department

    • Vice President and Wealth Trust Advisor
      • Feb 2003 - Present

  • Cotner Manufacturing Company
    • President
      • Jun 1985 - Sep 2000

      Marketing, sales, production scheduling, inventory control, and employee supervision for a horse trailer manufacturing company serving the needs of Olympic champions, celebrity riders and amateur competitors

  • Law Offices of John C. Kazary
    • Doylestown, Pennsylvania
    • Attorney
      • Oct 1977 - Jun 1985
      • Doylestown, Pennsylvania

      General practice of law with emphasis on estate planning

Education

  • 2006 - 2007
    National Graduate Trust School at Emory University
  • 1974 - 1977
    Ohio Northern University—Claude W. Pettit College of Law
  • 1969 - 1973
    Bucknell University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles