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Assistant: Adina Lewis
Phone: 215.979.1696
Henry, as a Financial Advisor, is responsible
for the preparation and ongoing management of clients' financial plans
and investment portfolio reviews, recommendations and implementation.
Henry's expertise is in comprehensive financial planning, tax, cash
flow, retirement planning, elder law, portfolio policy and analysis
and investment policy statement development. As a member of Wescott's
Investment Committee, Henry participates in the ongoing due diligence
and evaluation of investment managers and strategies.
Prior to joining Wescott in 2005, Henry was a financial planning associate
with a financial advisory firm in Northern, New Jersey; after having
practiced law in the areas of Elder and Tax Law.
Henry is a member of the New Jersey Bar. He is active in several professional
organizations, including the Philadelphia Estate Planning Council and
a member of the Financial Planning Association (FPA) and the American
Bar Association (ABA).
Henry is a 1997 graduate of Rutgers University School of Law (Camden)
and received a BA in business (1992) from Stockton State College in
Pomona, NJ. Henry has passed the Certified Public Accounting (CPA) exam
and is also a Certified Financial Planner®.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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