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VERSION:2.1
X-GWTYPE:USER
UID:dmhperson3794
FN:David B. Lafferty, CFP®
TEL;WORK:+1 215 979 1606
TEL;TYPE=WORK,FAX:+1 215 754 4879
EMAIL;WORK;PREF:DBLafferty@wescott.com
N:Lafferty, David B.
TITLE:Principal, Financial Advisor
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: Dave, as a Financial Advisor for his Wescott clients, is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Dave leads the quarterly "peer-review" process where an Advisor's client matters are reviewed by another Wescott Advisor. Dave also serves as Wescott's Chief Compliance Officer.  Dave joined Wescott as a Financial Advisor in 2000.Dave's expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis, and investment policy development.  As a member of Wescott's Investment Committee, Dave participates in the ongoing due diligence and evaluation of investment managers and strategies.Prior to joining Wescott, Dave was a Financial Advisor for more than 11 years with a local financial advisory firm in suburban Philadelphia. He is active in several professional organizations, including the Philadelphia Estate Planning Council and the Financial Planning Association (FPA).Dave earned his B.S. in Business Administration from Drexel University in 1987 and is a Certified Financial Planner licensee. 
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