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Assistant: Adina Lewis Henry Ramirez is a Financial Advisor and 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 Portfolio Strategy Group, he 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 and is active in several professional organizations including the Philadelphia Estate Planning Council, the Financial Planning Association and the American Bar Association. Henry received a bachelor’s degree in business from Stockton State College and is a graduate of Rutgers University School of Law (Camden). He has passed the Uniform Certified Public Accountant Examination and is also a CERTIFIED FINANCIAL PLANNER™. He resides in Hammonton, New Jersey with his wife, Angie Ramirez. They have two adult children.
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