Wescott Financial Advisory Group, LLC logo

Wescott Financial Advisory Group, LLC jobs and careers

Philadelphia, PA, United States

About Wescott Financial Advisory Group, LLC

Let us build a track record of advice, trust and results for you... Through its trademarked Life-Minded Wealth® approach, Wescott Financial Advisory Group integrates financial expertise with life expertise into a single advisory service. The Wescott Team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation (CFP®s, CPAs, MBAs, a Ph.D. and attorneys). This group of professionals helps our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision to reach their personal and financial goals. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami. Since its founding in 1987, Wescott's mission is "Achieving Client Goals"​. Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.

Employees
125
Headquarters
Philadelphia

Leadership

The top of Wescott Financial Advisory Group, LLC's org chart, with how many people report into each leader.

GRPhoto of Grant Rawdin

Grant Rawdin

Founder & CEO

18 reports

CDPhoto of Carrie Delgott

Carrie Delgott

President, Chief Operating Officer And Chief Compliance Officer

8 reports

CCPhoto of Chris Cortese

Chris Cortese

Partner, Senior Financial Advisor and Director of Next Gen Advisor Development

2 reports

SGPhoto of Susan Green

Susan Green

Partner, Senior Financial Advisor And Director Of Financial Planning Standards

1 report

SJPhoto of Stephanie James

Stephanie James

Partner, Senior Financial Advisor

KMPhoto of Karen McIntyre

Karen McIntyre

Partner - Sr. Financial Advisor; Business Development Officer

SGPhoto of Sandra E. Goodstein

Sandra E. Goodstein

Managing Director and Senior Financial Advisor

DL

David Lafferty

Partner, Senior Financial Advisor

Jobs at Wescott Financial Advisory Group, LLC

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