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David B. Lafferty, CFP^®

Principal, Financial Advisor
Phone: 215.979.1606
Fax: 215.754.4879
Email: dblafferty@wescott.com
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Assistant: Adina Lewis
Phone: 215.979.1696

Dave Lafferty is a Principal and Financial Advisor for Wescott, and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. His expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis and investment policy development.

He leads the quarterly "peer-review" process during which an advisor's client matters are reviewed by another Wescott advisor; and he also serves as Wescott's Chief Compliance Officer. As a member of Wescott's Portfolio Strategy Group, Dave participates in the ongoing due diligence and evaluation of investment managers and strategies. He is also a member of Wescott’s Management Committee.
Prior to joining Wescott in 2000, 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. He is also a member of the board of directors for The Center for Grieving Children, Teens and Families.

Dave earned his bachelor’s degree in business administration from Drexel University and is a Certified Financial Planner™.

Dave resides in Berwyn, Pennsylvania with his wife, Nancy Lafferty, and their two children.