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Assistant: Adina Lewis
Phone: 215.979.1696
Cathy joined Wescott as a Financial Advisor
in 2001. She is responsible in assessing the needs of all new prospective
clients as well as coordinating their financial objectives for further
review and analysis. She is also the primary advisor contact for her
Wescott clients, is responsible for the preparation of client financial
plans, annual financial updates and investment portfolio reviews.
In addition to assisting Wescott's marketing and sales efforts, her
expertise is in comprehensive financial planning (tax, cash flow, budgeting,
retirement and estate planning), and investment portfolio analysis and
management. Emphasis has been given to those clients forced into a sudden
life transition which requires financial guidance (i.e. divorce, death
of a spouse, large cash settlement).
Prior to joining Wescott, Cathy was an Associate Financial Advisor with
a Delaware financial advisory firm, with eleven years of experience
in the advisory field. As a member of Wescott's Investment Committee,
Cathy participates in the ongoing due diligence and evaluation of investment
managers and strategies.
Cathy has a Bachelor of Science in Business Administration (cum Laude)
from Goldy Beacom College in 1994 and is a Certified Financial Planner®.
Cathy is very active in the community, serving on the Board of Directors
as Vice President of Public Relations and Public Awareness for the Tri-State
Financial Planning Association (FPA). She is integral in coordinating
FPA members and the community to become more involved in teaching financial
literacy to children through Junior Achievement. The Philadelphia Estate
Planning Council is another professional organization of which she is
a member.
©2005- Wescott
Financial Advisory Group LLC | Disclosure
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