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Assistant: Adina Lewis Stephanie
serves as a Paraplanner, supporting our Senior Financial Advisors and
Principals with regard to their clients and prospective clients. Her
responsibilities are related to all facets of financial planning, investment
portfolios and wealth management including the development of reports
and recommendations, financial plans, planning updates and 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.
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