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MEMBER PROFILE

 

David DeVita

Girard, a Univest Wealth Division

Linked to Hungarter, Brian
 

Member profile details

Membership level
Philadelphia Corporate
First name
David
Last name
DeVita
Title
Wealth Advisor, SVP
Company
Girard, a Univest Wealth Division
XPX Chapter Email Lists
  • Philadelphia News & Events
 

CONTACT INFORMATION

City
Doylestown
State
Pennsylvania
 

PROFILE INFORMATION

Call me when
looking to collaborate with a CEPA Wealth Advisor
Profession
  • Wealth Manager
Functional Expertise
  • Business development
  • Capital markets
  • Cash flow enhancements
  • Corporate finance
  • Estate planning
  • Exit/Transition Planning
  • Fiduciary
  • Investments
  • Lending
  • Retirement
  • Risk management
  • Strategic planning
  • Transaction advisory
Client Industry(ies)
  • Agriculture/Mining
  • Business Services
  • Computer/Electronics
  • Consumer Services
  • Education
  • Energy/Utilities
  • Financial Services
  • Government
  • Health/Pharma/Biotech
  • Manufacturing
  • Media and Entertainment
  • Non-profit
  • Real Estate/Construction
  • Retail
  • Software/Internet
  • Telecommunications
  • Transportation/Storage
  • Travel/Recreation/Leisure
  • Wholesale/Distribution
Professional Certification(s)
CFP, CFA, CEPA, CIPM
In Business Since
2005
Advisor Resource Relationships
  • EPI
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