Wescott Financial Advisory Group, LLC
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Wescott Financial Advisory Group, LLC Employees
Financial Planning Association (FPA) January 2015 - Present
Wescott Financial Advisory Group LLC January 2001 - Present
Skills
Estate Planning, Financial Advisory, Investment Advisory, Strategic Financial..., Retirement Planning, Wealth Management
Education
Goldey Beacom College
Bachelor of Science (B.S.), Concentration in Finance
University of Delaware
Business Administration
Calamos Wealth Management July 2015 - Present
Wescott Financial Advisory Group, LLC August 2012 - July 2015
Coral Gables Trust Company 2009 - 2012
Education
American University
Master of Business Administration (MBA), International Business
Wescott Financial Advisory Group, LLC April 2014 - Present
Nordstrom September 2013 - April 2014
DanceMedia, LLC. September 2011 - September 2013
DanceMedia, LLC July 2008 - September 2011
Skills
Microsoft Office, Social Media, CRM, Google Analytics, French, Classical Ballet, Modern Dance, Marketing, Publications, Facebook, Blogging, Event Planning, Online Advertising
Education
Rider University 2006 — 2008
Bachelor of Arts (BA), Communication and Media Studies; Public Relations
DeSales University 2004 — 2006
Bachelor of Arts (BA), Dance Performance
Wescott Financial Advisory Group, LLC June 2012 - Present
Bucks County Clerk of Courts July 2011 - June 2012
Bucks County Clerk of Courts May 2010 - January 2011
Joe Hand Promotions May 2009 - August 2010
Newtown Chocolatier May 2007 - April 2010
Skills
Archival and..., Research, Writing and..., Public Speaking, Clerical Work, Databases, Data Entry, Customer Service, Microsoft Office, American History, Legal Documents, Presentations, Salesforce.com
Education
Muhlenberg College 2007 — 2011
BA, History (major) and Political Science (minor), 3.88
Global Executive Learning January 2005 - Present
Wescott Financial Advisory Group, LLC January 2012 - Present
H Weinstein & Associates November 2004 - Present
Wescott Financial Advisory Group LLC January 2009 - January 2012
Caliper Human Strategies January 1985 - November 2005
Skills
360 Feedback, Executive Coaching, Organizational..., Leadership Development, Succession Planning, Talent Management, Organizational..., Organizational Design, Performance Management, Executive Development, HR Consulting, Employee Engagement, Change Management, Management Consulting, Talent Acquisition, Team Building, Strategic Planning, Management, Leadership, Strategy, Recruiting, Program Management, Human Resources, Business Development, Business Strategy, Coaching, Consulting, Workshop Facilitation
Education
Michigan State University 1975 — 1979
Ph.D.
Minnesota State University, Mankato 1971 — 1972
M.S.
Hofstra University 1967 — 1971
BA
Wescott Financial Advisory Group, LLC August 2014 - Present
Merrill Lynch August 2012 - July 2014
Senior Law Center September 2011 - June 2012
Ennovance Capital October 2011 - April 2012
Law Offices of Kenneth Panzer January 2007 - July 2007
Skills
Estate Planning, Legal Research, Tax Law, Trusts, Legal Writing, Private Equity, Due Diligence, Westlaw, Estate Tax Planning, Investments, Series 7, Series 66
Education
Villanova Law School, Graduate Tax Program 2011 — 2012
LL.M., Tax Law and Certificate in Estate Planning
City University of New York School of Law at Queens College 2007 — 2010
J.D., Law
The George Washington University 2002 — 2006
B.A., International Affairs
Univision Communications Inc. January 2015 - Present
Univision Communications Inc. October 2013 - Present
Bacardi June 2012 - August 2012
Wescott Financial Advisory Group, LLC June 2011 - August 2011
Intercredit Bank, N.A June 2010 - August 2010
MegaTV Channel Station June 2009 - August 2009
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Social Media, Market Research, Editing, Entrepreneurship, Marketing, Management, Research, Public Speaking, Strategy, Event Planning, Press Releases, Analysis, Spanish, Project Management, Budgets, Marketing Communications, Product Marketing, Brand Management, Sales, Marketing Strategy, Marketing Research
Education
Babson College 2009 — 2013
Bachelor of Business Administration (BBA), Business Management; Marketing, Entrepreneurship
Carrollton School of the Sacred Heart 2006 — 2009
International Baccalaureate
Wescott Financial Advisory Group, LLC April 2015 - Present
Goodstein & Associates, LLC March 2004 - April 2015
American Express Financial Advisors 1980 - 2004
Education
American College 1983 — 1986
Masters of Science, Financial Services
Temple University 1969 — 1972
Bachelor's degree, Communications
Abington High School 1965 — 1969
High School Diploma
Wescott Financial Advisory Group, LLC May 2012 - January 2014
The Delaware Valley Green Building Council 2007 - May 2012
Philly Real Estate Group 2006 - 2007
Whole Foods Market 2002 - 2006
Skills
Sustainability, Social Media, Microsoft Office, Green Building, Microsoft Excel, Adobe Creative Suite, Proposal Writing, Grant Writing, Non-profits, LEED, LEED AP, Public Speaking, Community Outreach, Sustainable Design, Sustainable Business, Environmental Awareness, LEED projects, Creative Direction, Project Planning, Contract Negotiation, Renewable Energy, Nonprofits, Sustainable Development, Organizational..., Sustainability..., Energy Efficiency, Corporate Social..., Design Research, Non-profit Leadership, Event Planning, Strategic Planning, Community Development, Sustainable Energy, Energy Audits, Energy, Training, Marketing
Education
Temple University
Tyler School of Art, Painting & Printmaking
Connolly, LLC July 2014 - Present
Connolly, LLC January 2014 - July 2014
Genius Enterprises, Inc. May 2013 - October 2013
Chipotle Mexican Grill December 2010 - May 2013
Levi Strauss & Co. June 2011 - December 2011
Wescott Financial Advisory Group, LLC June 2011 - September 2011
PECO Energy June 2008 - August 2009
Mt. Airy Real Estate June 2007 - August 2007
Skills
Customer Service, Communication Skills, Team Leadership, Youth Leadership, Hospitality, Hosting, Organization &..., Retail Sales, Direct Marketing, Product Marketing, Contract Negotiation, Retail, Payroll, PeopleSoft, Customer Experience, PowerPoint, Microsoft Excel, Microsoft Word, Outlook, Data Entry, Time Management, Cashiering, Photoshop, Telephone Skills, Training, Management, Social Networking, Sales, Event Planning, Phone Etiquette, Leadership, Cash Register, Marketing, Cold Calling, Teamwork, Real Estate, Trade Shows, Filing, Employee Training, Merchandising, Direct Sales, Receptionist Duties, Team Building, Team-oriented, Office Administration, Sales Presentations, Advertising, Event Management
Education
Penn State University 2009 — 2013
Pursuing BS, Crime, Law & Justice, Senior
Calamos Wealth Management July 2015 - Present
Wescott Financial Advisory Group, LLC February 2010 - July 2015
Gibraltar Private Bank & Trust January 1998 - March 2008
Skills
Wealth Management, Investments, Asset Managment, Retirement Planning, Strategic Financial..., Asset Allocation, Investment Advisory, Financial Advisory, High Net Worth..., Portfolio Management, Investment Strategies, Wealth Management..., Securities, Equities
Education
Barry University 2009 — 2010
CFP Board Registered Certificate Program
Northwestern University - Kellogg School of Management 1991 — 1992
National Trust School
University of Miami - School of Business 1989 — 1991
MBA, Management & Finance
Babson College 1984 — 1988
BS, Finance, Investments & Economics
South Catholic High School 1980 — 1984
Pembroke Consulting March 2014 - Present
Private Equity Firm (Contract Position) November 2013 - March 2014
Wescott Financial Advisory Group, LLC March 2012 - November 2013
Philadelphia Workforce Investment Board May 2008 - March 2012
Entertainment Services Unlimited 2000 - 2008
KYW-TV 1998 - 2000
Ruffhouse Records 1995 - 1998
Skills
Travel Coordination, Microsoft Office, Administration, Budget Management, Customer Relations, Strategic Planning, Problem Solving, Event Planning, Event Management, Logistics, Organizing, Planning, Media Relations, Public Relations, Talent Management, Project Planning, Budgets, Customer Service, Team Leadership, Editing, Leadership, Fundraising, Nonprofits, Time Management, Management, Radio, Office Management, Human Resources, Meeting Planning, Social Networking, Social Media Marketing, Research, Publicity, System Administration, Public Speaking, Music Industry, Entertainment, Social Media, Marketing, Sales, Advertising, Facebook, Interviews, Music, Volunteer Management, Community Outreach, Microsoft Word, PowerPoint, Training, Newsletters
Education
Temple University 1987 — 1994
BA, Radio, Television and Film
Wescott Financial Advisory Group LLC February 2013 - Present
Child Home and Community May 2014 - Present
United Capital March 1993 - February 2013
Money Basics February 1991 - March 1993
Skills
Strategic Financial..., Wealth Management, Investment Advisory, Wealth, Small Business, tax planning for..., women and money, comprehensive financial..., income tax advice, Portfolio Management, financial planning for..., multi generational..., Financial Planners, Financial Services, Retirement Planning, Investments, Entrepreneurship, Financial Goals, Leadership, Retirement
Education
College for Financial Planning 1998 — 2000
Financial Planning Certification, Financial Planning and Services
Ithaca College 1981 — 1985
B.A., Sociology/Psychology
Wescott Financial Advisory Group, LLC June 2010 - Present
PayChoice September 2006 - June 2010
Mary Elizabeth Granger and Associates. January 1999 - September 2006
Education
Towson University 1994 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
Wescott Financial Advisory Group LLC 2010 - Present
Education
Elizabethtown College 1974 — 1978
BS, Accounting
Wescott Financial Advisory Group, LLC April 2015 - Present
Goodstein and Associates, LLC June 2008 - Present
Naked Chocolate Cafe May 2007 - April 2011
Skills
Professional Liability, Microsoft Excel, Project Management, Underwriting, Insurance, Liability, Microsoft Word, Employee Benefits, Customer Service, PowerPoint, Health Insurance, Commercial Insurance, Property & Casualty..., Event Planning, Risk Management, Team Leadership, Microsoft Office, Actuarial Science
Education
Temple University 2005 — 2010
BA, Risk Management and Insurance
Temple University - Fox School of Business and Management 2005 — 2010
BA, Risk Management and Insurance
Calamos Investments July 2015 - Present
Wescott Financial Advisory Group LLC April 2010 - July 2015
Gibraltar Private Bank & Trust November 2000 - April 2010
Schroders September 1992 - October 2000
Oppenheimer & Co. 1984 - 1987
Skills
Investment Management, Investment Strategies, Asset M, Asset Allocation, Wealth Management, Retirement Planning, Wealth Preservation..., Charitable Gift Planning, Estate Planning, Family Office, Security Analysis, Fixed Income Portfolio..., Trading, High Net Worth..., Mutual Funds, Portfolio Management, Financial Advisory, Insurance
Education
Boston University 2009 — 2010
Certificate in Financial Planning
American University - Kogod School of Business 1981 — 1984
BSBA, Accounting
Birch Wathen
Urban Affairs Coalition July 2005 - Present
Wescott Financial Advisory Group LLC February 1987 - Present
Duane Morris LLP July 1981 - February 1987
Skills
Non-profits, Program Management, Strategic Partnerships, Management, Public Policy, Public Speaking, Strategic Planning, Wealth Management, Fundraising, Event Planning, Social Media, Entrepreneurship, Start-ups, Nonprofits, Small Business, Management Consulting, Grants
Education
Temple University - James E. Beasley School of Law 1984 — 1987
J.D., Law
Temple University 1979 — 1983
B.A., English
TIAA-CREF April 2013 - Present
Merrill Lynch July 2012 - April 2013
Wescott Financial Advisory Group, LLC September 2009 - May 2012
Wescott Financial Advisor Group September 2009 - March 2011
Ameriprise Financial Advisors June 2007 - September 2009
Skills
Financial Planning, Retirement Income..., Personal Finance, Retirement Planning, Series 7, Wealth Management, Strategic Financial..., Investment Advisory
Education
Widener University 2007 — 2009
Masters, Tax and Financial Planning
University of Delaware - Lerner College of Business and Economics 2003 — 2007
BS, Finance
Bishop Eustace Prep
Wescott Financial Advisory Group, LLC June 2008 - Present
Quotations Restaurant September 2006 - November 2011
Karr Barth Private Client Group, LLC January 2008 - June 2008
Skills
Wealth Management, Strategic Financial..., Investments, Retirement Planning, Estate Planning, Financial Analysis, Investment Management, Portfolio Management, Asset Managment, Asset Allocation, Financial Advisory, Investment Strategies, Investment Policy..., Investment Advisory, College Education...
Education
Villanova University 2011 — 2013
MBA Fast Track, Strategic Management & International Business
Saint Joseph's University 2004 — 2008
Bachelor of Business Administration, Finance
Macquarie University 2007 — 2007
CliftonLarsonAllen Wealth Advisors October 2009 - August 2015
Ameriprise Financial December 2007 - March 2009
Mercer Advisors May 2000 - April 2007
Wescott Financial Advisory Group, LLC May 1996 - May 2000
Skills
Strategic Financial..., Investments, Finance
Education
Villanova University 1995 — 1999
MBA, Masters in Business Administration
Penn State University 1989 — 1993
Ballard Spahr LLP September 2005 - Present
Morgan Stanley Investment Management January 2001 - August 2002
Wescott Financial Advisory Group, LLC September 1999 - December 2000
Skills
Estate Planning, Tax, Non-profits
Education
Temple University - James E. Beasley School of Law 2002 — 2005
Doctor of Law (JD)
Dartmouth College 1995 — 1999
B.A., Economics, French
Cherry Hill High School West 1991 — 1995
Wescott Financial Advisory Group, LLC 2010 - Present
Gibraltar Private Bank & Trust 1997 - 2006
Skills
Strategic Planning, Marketing Strategy, Public Relations
Education
Florida International University
Master of Business Administration (MBA)
Florida State University
Bachelor of Science (BS)
Wescott Financial Advisory Group LLC February 1994 - Present
Education
Duquesne University 1990 — 1992
MBA, Business/Finance
The College of Wooster 1985 — 1989
BA, Business Economics