BEGIN:VCARD
VERSION:2.1
X-GWTYPE:USER
UID:dmhperson8552
FN:John O. Nauss
TEL;WORK:+1 215 979 1618
TEL;TYPE=WORK,FAX:+1 215 405 2527
EMAIL;WORK;PREF:jnauss@wescott.com
N:Nauss, John O.
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: John serves as a Paraplanner, working primarily with our Senior Financial Advisors and Principals to develop materials and reports for our clients and prospective clients.  His responsibilities are related to all facets of financial planning, investment portfolios and wealth management, beginning with the assimilation and organization of information.  He works with our Senior Financial Advisors to develop reports and recommendations, financial plans, planning updates and Consolidated Wealth Management Implementation Plans.  John 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, John participates in the ongoing due diligence and evaluation of investment managers and strategies.John has a MS in Taxation and Financial Planning from Widener University and received a BS in Finance from University of Delaware.  Prior to joining Wescott in 2009, John worked for a financial services firm as a Client Service Coordinator. John is an active member of the Financial Planning Association (FPA).
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