Brian Hungarter Email & Phone Number
Senior Vice President, Wealth Advisor @ Girard, a Univest Wealth Division
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Brian Hungarter Location
- Philadelphia, PA, US
Brian Hungarter Work
- 2025 -now Senior Vice President, Wealth Advisor @
- 2019 -2024 Vice President, Wealth Advisor @
- 2018 -2019 Wealth Strategist @
- 2017 -2018 Client Advisor @
- 2016 -2017 Relationship Management Officer, Wealth Advisory @
- 2013 -2015 Senior Relationship Management Associate @
- 2011 -2013 Wealth Advisory Intern @
- 2007 -2010 Marketing and Communications Intern @ Pennsylvania Newspaper Association
Brian Hungarter Education
- Villanova University School of Law
J.D.
2010-2013 - Loyola University Maryland
B.B.A. (General Business, focus in Marketing)
2006-2010
Brian Hungarter Skills
- Sales and Marketing
- Customer Relationship Management (CRM)
- Investment Management
- Certified Financial Planner
- Succession Planning
- Portfolio Management
- Relationship Building
- HNW
- Communication
- Business Development
- Wealth Management
- Leadership
- Estate Planning
- Financial Advisory
- Public Speaking
- Microsoft Office
- Microsoft Excel
- Management
- Marketing
- Financial Services
- Customer Service
- Sales
- Team Leadership
- Investments
- Financial Modeling
- Tax
- Finance
- Retirement Planning
- investment
- Asset Management
- Asset Allocation
- Strategic Planning
- Business Strategy
- Strategy
- Wealth Management Services
- Holistic Financial Planning
- Independent Financial Advice
- Financial Planning
- Personal Financial Planning
- Team Building
- Teamwork
- Team Management
- Analytical Skills
- Wealth Transfer
Brian Hungarter Summary
- Brian Hungarter, based in Philadelphia, PA, US, is currently a Senior Vice President, Wealth Advisor at Girard, a Univest Wealth Division. Brian Hungarter brings experience from previous roles at Girard, a Univest Wealth Division, Keeney Financial Group, Legacy Advisors and Glenmede. Brian Hungarter holds a 2010 - 2013 J.D. @ Villanova University School of Law. With a robust skill set that includes Sales and Marketing, Customer Relationship Management (CRM), Investment Management, Certified Financial Planner, Succession Planning and more. Brian Hungarter has 1 emails and 2 mobile phone numbers on RocketReach.
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