Maja Banas is an Assistant Financial Advisor with Wescott. She works with the firm’s senior financial advisors with clients in the core areas of financial planning and investment portfolio development and management. This includes detailed client fact-finding, data analysis, projections, client access to myWescottVault, and tracking clients’ PerfectScore analytics to ensure a client’s comprehensive planning has been accomplished.
Maja serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Maja was a brokerage investment professional with one of the largest international investment management companies. There she worked with clients providing investment advice and executing trades. She earned her bachelor’s degree in business administration from Delaware State University, where she was the captain of the woman’s tennis team.
Maja resides in Philadelphia, Pennsylvania.