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VERSION:2.1
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UID:dmhperson5695
FN:Frederick R. Bennett,  JD, CFP®, CFA®
TEL;WORK:+1 215 979 1615
TEL;TYPE=WORK,FAX:+1 215 405 3731
EMAIL;WORK;PREF:FRBennett@wescott.com
N:Bennett, Frederick R.
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: Rick, 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.Rick'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, Rick participates in the ongoing due diligence and evaluation of investment managers and strategies.Rick is an Attorney, Certified Financial Planner and a Chartered Financial Analyst with more than fifteen years of experience in providing integrated wealth management strategies to high net worth individuals and institutions.  Prior to joining Wescott in 2005, Rick had been a tax and financial planning professional with Price Waterhouse LLP and Arthur Andersen LLP accounting firms and more recently as a Vice President at the national Family Office Group at Merrill Lynch.Rick is a graduate of New York University School of Law and La Salle University.  He is a member of the American Bar Association, the CFA Institute, the CFA Society of Philadelphia and the Professional Advisors network of the Philadelphia Foundation.As a member of the Working Body of the CFA Institute's Education Advisory Committee, he provides guidance on additions, changes and deletions to the institute's Global Body of Investment Knowledge (GBIK) in the area of private wealth.
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