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Assistant: Adina Lewis
Phone: 215.979.1696
Dave, 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. Dave leads the quarterly
"peer-review" process where an Advisor's client matters are
reviewed by another Wescott Advisor. Dave also serves as Wescott's Chief
Compliance Officer. Dave joined Wescott as a Financial Advisor in 2000.
Dave'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, Dave participates in the ongoing due diligence and evaluation
of investment managers and strategies.
Prior to joining Wescott, Dave was a Financial Advisor for more than
11 years with a local financial advisory firm in suburban Philadelphia.
He is active in several professional organizations, including the Philadelphia
Estate Planning Council and the Financial Planning Association (FPA).
Dave earned his B.S. in Business Administration from Drexel University
in 1987 and is a Certified Financial Planner licensee.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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