Susan Green is a Senior Financial Advisor and Director of Financial Planning Standards with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Susan’s expertise is in comprehensive financial planning, tax, cash flow, retirement planning, estate planning, portfolio policy and analysis, and investment policy statement development.
She participates in the quarterly peer-review process during which an advisor’s client matters are reviewed by another Wescott advisor and also 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.
Susan earned her bachelor’s degree in English from Villanova University. She is also a graduate of Rutgers School of Law where she was the Associate Notes Editor for the Rutgers Journal of Law & Religion. She is a Certified Financial Planner™ and a member of the Pennsylvania State Bar Association. Susan is licensed to practice law in Pennsylvania and New Jersey.
Prior to joining Wescott, Susan was an associate at a Moorestown, New Jersey-based law firm where she focused on trust and estate planning.
She is a member of the Financial Planning Association, the National Association of Personal Financial Advisors (NAPFA), and the Philadelphia Estate Planning Council. With NAPFA, Susan is the Co-Chair of their Women’s Initiative Committee and is a part of their Northeast/Mid-Atlantic (NEMA) Region Board of Directors.
In addition to her work in the professional finance community, Susan is also an active volunteer with local non-profits. A long-time volunteer at Camp No Worries, a camp for children with cancer and their siblings, she is a current member of their Leadership Team, serving as their Camper Recruiter. Susan also participates in the Philadelphia Reads program at Wescott, and serves on the board of her alma mater, Saint Hubert Catholic High School for Girls, in Northeast Philadelphia.
She resides in Delran, New Jersey.