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VERSION:2.1
X-GWTYPE:USER
UID:dmhperson3727
FN:Lydia P. Sheckels, CFP®, CLU, ChFC
TEL;WORK:+1 215 979 1603
TEL;TYPE=WORK,FAX:+1 215 979 1622
EMAIL;WORK;PREF:LSheckels@wescott.com
N:Sheckels, Lydia P.
TITLE:Chief Investment Officer
ORG:Wescott Financial Advisory Group LLC
ADR;INTL;WORK;PARCEL;POSTAL:;;Wescott Financial Advisory Group LLC;30 South 17th Street | Philadelphia | 19103-4196
URL;WORK:http://www.wescott.com
NOTE;ENCODING=QUOTED-PRINTABLE: Lydia Sheckels is Executive Vice President and Chief Investment Officer and started with Wescott in 1991. Lydia is responsible for Manager Due Diligence and Investment Market Research and co-chairs Wescott's Investment Committee; the Committee is responsible for Wescott's asset allocation Models and investment strategies.  Lydia also chairs the Portfolio Strategy Group, which meets quarterly.  Lydia is a Certified Financial Planner, Chartered Life Underwriter and Chartered Financial Consultant.Lydia's professional background includes a financial planning and investment management concentration.  Her practice area includes Insurance Analysis and Planning, Tax and Cash Flow Management and Estate Planning.Lydia has been a featured speaker at many professional and civic organizations on a number of topics.Lydia's advice has been regularly featured in USA Today, Financial Planning Magazine, Mutual Fund Magazine, Investment News, CNNfn, thewhiz.com, Society of Financial Service Professionals' Focus Magazine, Bloomberg Wealth Manager and many other national and local publications.Lydia served as a member of the Financial Planning Association's (FPA) National Ethics Committee, charged with investigating complaints and enforcing the FPA Code Of Ethics.  The committee consists of ten professionals and is charged with investigating complaints and enforcing the FPA Code Of Ethics.  She also served on the Practitioner Advisory Council and the Public Awareness Advisers of the International Association for Financial Planning.  Lydia is Past President of the Philadelphia Chapter of the International Association for Financial Planning. Lydia is Past President of the Estate and Financial Planning Council of Southern New Jersey and Past President of the South Jersey Chapter of the Society of Financial Service Professionals.  She is a member of the National Association of Personal Financial Advisors and has served as an instructor for the Chartered Financial Consultant (ChFC) designation courses sponsored by the South Jersey Chapter of The Society of Financial Service Professionals.Lydia earned her B.A. degree in English from Providence College in 1975.
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