Position:
Managing Director - Senior Financial Advisor at Wescott Financial Advisory Group LLC
Location:
Greater Philadelphia Area
Work:
Wescott Financial Advisory Group LLC
- Philadelphia, PA since Feb 2013
-
Managing Director - Senior Financial Advisor
United Capital Financial Partners, Inc
Mar 1993 - Feb 2013
-
Wealth Manager
Money Basics
Feb 1991 - Mar 1993
-
Owner
Education:
College for Financial Planning 1998 - 2000
Financial Planning Certification, Financial Planning and Services
Ithaca College 1981 - 1985
B.A., Sociology/Psychology