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Assistant: Adina Lewis
Phone: 215.979.1696
John
serves as a Paraplanner, working primarily with our Senior Financial
Advisors and Principals to develop materials and reports for our clients
and prospective clients. His responsibilities are related to all facets
of financial planning, investment portfolios and wealth management,
beginning with the assimilation and organization of information. He
works with our Senior Financial Advisors to develop reports and recommendations,
financial plans, planning updates and Consolidated Wealth Management
Implementation Plans. John 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, John participates
in the ongoing due diligence and evaluation of investment managers and
strategies.
John has a MS in Taxation and Financial Planning from Widener University
and received a BS in Finance from University of Delaware. Prior to joining
Wescott in 2009, John worked for a financial services firm as a Client
Service Coordinator.
John is an active member of the Financial Planning Association (FPA).
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Wescott Financial Advisory Group LLC | Disclosure |
