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Assistant: Adina Lewis Cathy joined Wescott as a financial advisor in 2001. She is a member of Wescott’s Portfolio Strategy Group, participating in the ongoing due diligence and evaluation of investment managers and strategies. She is also a member of the Marketing and Sales Committees. Prior to joining Wescott, Cathy was an Associate Financial Advisor with a Delaware financial advisory firm. Cathy is very active in the community, serving on the Board of Directors as President Elect for the Financial Planning Association (FPA) of the Philadelphia Tri-State Area. She is integral in the coordination of FPA members becoming more involved in teaching financial literacy to all age groups in the community and is a contributor and peer reviewer for articles written for consumers offered on the FPA national website. She has been quoted in national publications and is a requested speaker for CFP certificants and college students entering the workforce. Cathy has received the Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine for three consecutive years. The Philadelphia Estate Planning Council and the National Association of Personal Financial Advisors are additional professional organizations of which she is a member. Cathy received her bachelor’s degree in business administration (cum laude) from Goldey Beacom College and is a CERTIFIED FINANCIAL PLANNER™ and a registered trust representative. She resides in Wilmington, Delaware and has two children.
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