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Assistant: Adina Lewis John Nauss is an Associate Financial Advisor with Wescott, working alongside principals and financial advisors to develop materials and reports for 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 also assists in the development of investment implementation plans, reports and recommendations, and planning updates. As an associate, John meets with clients to assist in the management of their financial objectives. In addition, he is a member of Wescott's Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies. John is an active member of the Financial Planning Association. He earned his bachelor’s degree in finance from the University of Delaware, his master’s degree in taxation and financial planning from Widener University, and is a CERTIFIED FINANCIAL PLANNER™. Prior to joining Wescott in 2009, John worked for a financial services firm as a client service coordinator. He resides in Philadelphia, Pennsylvania.
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