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Assistant: Adina Lewis
Phone: 215.979.1696
Scott, 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. Scott's expertise is in
comprehensive financial planning, portfolio policy and analysis and
investment policy statement development. Scott also specializes in working
with many of Wescott's non-profit, endowments and foundation clients.
Scott has been a Financial Advisor with Wescott since 1994.
Prior to joining Wescott, Scott was a financial advisor with an investment
advisory firm in Pittsburgh.
Scott is active in several professional organizations, including the
Philadelphia Estate Planning Council and the Financial Planning Association
(FPA). Scott has served on the board of FPA Philadelphia Tri-State Area
Chapter for several years and is a Past President of the chapter.
Scott earned his Master of Business Administration (MBA) degree in 1992
from Duquesne University and has a BA in business economics from the
College of Wooster in Wooster, Ohio. Scott completed the CFP Professional
Education Program from the College for Financial Planning in 1996.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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