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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
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United States
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Financial Services
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700 & Above Employee
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Vice President and Senior Financial Advisor
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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
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Vice President and Wealth Trust Advisor
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Feb 2003 - Present
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President
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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
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Law Offices of John C. Kazary
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Doylestown, Pennsylvania
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Attorney
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Oct 1977 - Jun 1985
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Doylestown, Pennsylvania
General practice of law with emphasis on estate planning
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Education
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2006 - 2007National Graduate Trust School at Emory University
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1974 - 1977Ohio Northern University—Claude W. Pettit College of Law
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1969 - 1973Bucknell University
Suggested Services
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Industry Focus. “Financial Services”
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