Wescott Financial Advisor Group LLC Names Nicholas S. Smith, Esq. Assistant Financial Advisor
PHILADELPHIA, PA – Wescott Financial Advisory Group LLC, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to name Nick Smith Assistant Financial Advisor. Smith will work out of the firm’s Philadelphia office where he will partner with the firm’s principals and financial advisors assisting them in the development of financial plans, business consulting, investment implementation plans, and recommendations for clients and prospective clients.
Prior to joining Wescott, Smith held legal internships with The Dow Chemical Company, a large chemical corporation, as well as with Ennovance Capital LLC, a private equity investment firm. He received his bachelor’s degree in business administration from Alma College and his JD, magna cum laude, from Temple University Beasley School of Law, where he was a member of Temple Law Review.
Smith’s hiring is in line with the firm’s plan to groom its next generation of staff by adding recent graduates to its advisor team each year. As a magna cum laude law school graduate, Smith brings a unique skill set to the position. He came to the company through Wescott founder and CEO Grant Rawdin’s affiliation with Temple University as President of the Law School Foundation.
“I know Nick is part of the new generation that will bring Wescott into the future of financial investment,” said Rawdin. “His background and aptitude are in sync with what we look for in new hires, paving the way for Wescott to stay a front-runner in the industry.”
The addition of Smith comes on the heels of two recent hires—Director of Client Development, Brian Cohen, and Senior Financial Advisor, Karen McIntyre, CFP® . This expansion of the Philadelphia team coincides with the firm’s growth in other markets, including the addition of staff and increased assets under management in its South Florida and San Francisco offices.
Today, Wescott is one of the nation’s largest registered independent advisors with $1.6 billion in assets under management, with offices in Philadelphia, PA; San Francisco, CA; and Boca Raton and Miami, FL.
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 40 nationally by Barron’s and was named a top firm in South Florida by the South Florida Business Journal. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit www.wescott.com.
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