BEGIN:VCARD
VERSION:2.1
X-GWTYPE:USER
UID:dmhperson8088
FN:Stephanie M. Curtis
TEL;WORK:+1 215 979 1694
TEL;TYPE=WORK,FAX:+1 215 405 3745
EMAIL;WORK;PREF:scurtis@wescott.com
N:Curtis, Stephanie M.
TITLE:Paraplanner
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: Stephanie serves as a Paraplanner, working primarily with our Senior Financial Advisors and Principals to develop materials and reports for our clients and prospective clients.  Her responsibilities are related to all facets of financial planning, investment portfolios and wealth management, beginning with the assimilation and organization of information.  She works with our Senior Financial Advisors to develop reports and recommendations, financial plans, planning updates and Consolidated Wealth Management Implementation Plans.  Stephanie partners with our Senior Financial Advisors during quarterly portfolio reviews and is training to become a Financial Advisor.  As a member of Wescott's Investment Committee, Stephanie participates in the ongoing due diligence and evaluation of investment managers and strategies.   Stephanie received a BS in Business Administration from St. Joseph's University in May 2008. Prior to joining Wescott in 2008, Stephanie spent her Spring 2007 semester in Australia and held an intern position at Karr-Barth Associates, Inc.    Stephanie is a member of the Financial Planning Association (FPA).  The Philadelphia Estate Planning Council is another professional organization of which she is a member.   
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