Throughout the firm’s history, Wescott advisors have been active in many professional organizations focused on the financial services industry. Their commitment to developing and advancing the profession have resulted in notable contributions as leaders of numerous organizations and initiatives.
Wescott Founder and CEO, Grant Rawdin, has served as a leader of many professional organizations over the years. He is a member of the Fidelity Clearing & Custody RIA Segment Advisor Council and a founding member of the Advisory Council of the CFP Board Center for Financial Planning, and has aso served on the national Charles Schwab and Co., Inc. Institutional Advisory Board. Grant is a member of the American Bar Association and the National Association of Personal Financial Advisors (NAPFA), the country’s leading professional association of fee-only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Grant is a past president and board member of the Philadelphia chapters of the forerunner organizations to the Financial Planning Association (FPA), the largest membership organization for CFP® professionals in the United States, fostering responsibility and accountability among its members.
Lydia Sheckels, Wescott’s Executive Vice President and Chief Financial Officer, has been active in NAPFA as well. She serves as president on the organization’s Northeast/Mid-Atlantic Region Board, is a member of NAPFA’s National Leadership Development Committee, has served on the NAPFA University School of Practice Management, and was a member of NAPFA’s Speakers Bureau Content Review Committee. Lydia is also a member of the FPA, and served as a member of the organization’s National Ethics Committee, charged with investigating complaints and enforcing the FPA Code of Ethics. She was also on the Practitioner Advisory Council and the Public Awareness Advisers of the International Association for Financial Planning (IAFP), and is a past president of the Philadelphia Chapter of the IAFP. She is a past president of the Estate and Financial Planning Council of Southern New Jersey, a professional association of estate and financial planning practitioners in the southern New Jersey region. Lydia is also a former president of the South Jersey Chapter of the Society of Financial Service Professionals, an organization of financial professionals helping individuals, families and businesses achieve financial security. She has served as an instructor for the Chartered Financial Consultant (ChFC) designation courses sponsored by the Society.
Scott Michalek, a Partner and Senior Financial Advisor with Wescott, is active in several professional organizations, including NAPFA and the Philadelphia Estate Planning Council. He served on the board of the FPA Philadelphia Tri-State Area Chapter for several years and is a past president of the chapter, which is among the largest local FPA chapters in the nation with more than 700 active members. Scott remains active in the chapter as a member of its Media Response Team. Scott’s advice has been featured in a variety of national, local and industry media outlets, including Financial Planning, The Fiscal Times and the Journal of Financial Planning, on topics related to estate planning, charitable giving and tax planning.
Partner and Senior Financial Advisor, Cathy Seeber, is very active in the financial community. She is currently in her second year of serving on the National Board of Directors of the Financial Planning Association. Previously, she served as the Chair of the Alliance Forum, a group composed of the 12 largest national chapters of the Financial Planning Association. She also served as the Chair for the P Kemp Fain, Jr. Award, the Chair for the Heart of Financial Planning Award and was a member of the FPA’s Continuing Education Quality & Best Practices Commission Task Force as well as its Media Response Team and Governance Alliance initiatives. Cathy has been a contributor and peer reviewer for articles written for consumers offered on the FPA national website; as well as being a guest columnist for the Journal of Financial Planning. She is a member of the Philadelphia Estate Planning Council, NAPFA and The Forum of Executive Women, a membership organization of women of influence in the Philadelphia region.
Karen McIntyre, a Managing Director and Senior Financial Advisor with Wescott, is a NAPFA-Registered Financial Advisor, having served as a board member of the organization’s Northeast MidAtlantic Region board, and is currently the Center City Philadelphia study group leader for the organization. She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings. A member of the FPA and its Media Response Team, Karen was chosen by Investment Advisor Magazine to serve as a board member for the inaugural Wealth Summit National Conference.
Stephanie James, a Senior Financial Advisor and Director of Financial Planning Standards with Wescott, is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA). She established and led the NAPFA Genesis Conference and CFP Scholarship Committee, creating the process, criteria and application requirements, and was also responsible to choose scholarship recipients throughout the year. She currently serves on the TD Ameritrade Institutional NextGen Scholarship and Grant Committees, assisting in the review of applications and selection of candidates for annual awards. Stephanie also particpates in Fidelity Investments’ G2 Leadership Institute program, which focuses on developing leadership and management skills of future leaders of successful financial advisory firms.