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Assistant: Adina Lewis
Phone: 215.979.1696
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.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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