Stephanie James is a Senior Financial Advisor with Wescott, focusing on the preparation and ongoing management of clients’ financial plans and investment portfolio reviews, recommendations and implementation. As the Director of Financial Planning Standards, she is responsible for the development and implementation of Wescott’s financial planning practices and standards. She is also the Director of Next Gen Advisors, responsible for managing Wescott’s Associate Advisor Program, mentoring and supervising assistant and associate advisors through the early stages of their careers at the firm.
Stephanie is a member of the firm’s Investment Committee, which is responsible for the firm’s asset allocation models and investment strategies and is also a member of Wescott’s Management Committee. In addition, she serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Active in the financial community, Stephanie is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and is a Certified Financial Planner™. In 2013, she established and led the NAPFA Genesis Conference and CFP Scholarship Committee, creating the process, criteria and application requirements, and was responsible to choose scholarship recipients throughout the year. She also serves on the TD Ameritrade Institutional NextGen Scholarship and Grant Committees, assisting in the review of applications and selection of candidates for annual awards. She is currently participating in Fidelity Investments’ G2 Leadership Institute program, which focuses on developing leadership and management skills of future leaders of successful financial advisory firms.
Stephanie is the chair of the Young Professional Board for The Center for Grieving Children and a recipient of the 2016 Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine. She is also a frequent speaker on next generation issues in the financial industry.
Stephanie received a bachelor’s degree in business administration from Saint Joseph’s University and a master’s degree in business administration from Villanova University. She is a member of the Philadelphia Reads program at Wescott.
Stephanie resides in Springfield, Pennsylvania with her husband, Mike James.