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Helen is the Manager of Account Administration
for Wescott overseeing all administrative activities relating to the
custodians with whom our client's financial assets are held. This includes
account openings, asset transfers and addressing client needs with respect
to their accounts.
Helen joined Wescott in 1999 after thirteen years
at Smith Barney where she was an account administrator.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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