Michael Litz Email & Phone Number
Vice President, Pension and Wealth Advisor @ Girard, a Univest Wealth Division
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Michael Litz Location
- Havertown, PA, US
Michael Litz Work
- 2023 - now Vice President, Pension and Wealth Advisor @
- 2018 - 2023 Regional Director @
- 2014 - 2018 Nonprofit Sales Executive @
- 2013 - 2014 Senior Sales Administrator @
- 2011 - 2013 Sales Administrator @
- 2010 - 2011 Brokerage Services Associate @
- 2009 - 2010 Financial Advisor @ AXA Advisors
- 2007 - 2009 Internal Marketing Consultant @
- 2004 - 2007 Regional Sales Associate @
- 2004 - 2004 Account Executive @ Richmond Financial Services
- 2003 - 2004 Officer @
Michael Litz Education
- Villanova University 2007 - 2014
- The George Washington University School of Business 1997 - 2001
Michael Litz Skills
- Tax Strategy
- Financial Advisory
- Investment Management
- ETFs
- Variable Annuities
- Life Insurance
- Series 63
- Series 7
- Mutual Funds
- Retirement Planning
- Fixed Annuities
- Series 65
- Investments
- Wealth Management
- Securities
- Separately Managed Accounts
- Insurance
- Strategic Financial Planning
- Investment Advisory
- Portfolio Management
- Asset Managment
- Asset Allocation
- Alternative Investments
- Financial Analysis
- Series 6
- Finance
- Asset Management
- Financial Planning
- Sales
- Project Management
- Strategic Financial
- Separately Managed
Michael Litz Summary
- Michael Litz, based in Havertown, PA, US, is currently a Vice President, Pension and Wealth Advisor at Girard, a Univest Wealth Division. Michael Litz brings experience from previous roles at Vanguard. Michael Litz holds a 2007 - 2014 Villanova University. With a robust skill set that includes Tax Strategy, Financial Advisory, Investment Management, ETFs, Variable Annuities and more. Michael Litz has 3 emails and 1 mobile phone numbers on RocketReach.
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Top Girard, a Univest Wealth Division Employees
Nathan Rosenberg
Vice President, Director of Investment Research
Philadelphia, PA, US
Michael Litz
Vice President, Pension and Wealth Advisor
Havertown, PA, US
Brian Hungarter
Senior Vice President, Wealth Advisor
Philadelphia, PA, US
Gary Brown
Sr. Vice President and Sr. Financial Advisor
Souderton, PA, US
James Colao
Vice President, Wealth Advisor
Philadelphia, PA, US
Ryan Roy
SVP, Manager of Wealth Services
Mechanicsburg, PA, US
Thomas Hellings
Chief Compliance Officer
Philadelphia, PA, US
Bruce Freeston
Director Investment Research, Senior Vice President
Souderton, PA, US
Tom Flynn
Vice President, Wealth Advisor
Philadelphia, PA, US
William Smith
Senior Vice President, Managing Director of Pension Services
Philadelphia, PA, US
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