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Assistant: Adina Lewis Stephanie Curtis is an Associate Financial Advisor with Wescott, working alongside principals and financial advisors to develop materials and reports for 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 also assists in the development of investment implementation plans, reports and recommendations, and planning updates. As an associate, Stephanie meets with clients to assist in the management of their financial objectives. In addition, she is a member of Wescott's Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies. A member of the Financial Planning Association and the Philadelphia Estate Planning Council, Stephanie is a CERTIFIED FINANCIAL PLANNER™. Stephanie received a bachelor’s degree in business administration from Saint Joseph's University. Prior to joining Wescott in 2008, she spent her spring 2007 semester in Australia and also held an intern position at Karr-Barth Associates, Inc. Stephanie currently resides in Philadelphia, Pennsylvania.
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