Wescott Financial Advisory Group LLC Names Susan M. Green, Esq. Associate Financial Advisor
PHILADELPHIA, PA – Wescott Financial Advisory Group LLC, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to name Susan Green, Esq. Associate Financial Advisor. Green will work in the firm’s Philadelphia office where she will partner with the firm’s principals and financial advisors in planning for Wescott clients. She will assist in the development of financial plans, estate plans, investment implementation plans, and other substantive planning recommendations for clients and prospective clients.
Prior to joining Wescott, Green was an associate with the Begley Law Group in Moorestown, New Jersey. She received her bachelor’s degree in English, graduating from Villanova University, magna cum laude, and earned her J.D. from Rutgers School of Law, where she was a member of the Rutgers Journal of Law & Religion.
The addition of Green comes on the heels of three recent hires—Director of Client Development, Brian Cohen; Managing Director and Senior Financial Advisor Karen McIntyre, CFP®; and Assistant Financial Advisor Nick Smith. This expansion of the Philadelphia team coincides with the firm’s growth in other markets, including the addition of staff and increased assets under management in its South Florida and San Francisco offices.
Today, Wescott is among the nation’s largest independent registered investment advisors (RIAs) with $1.7 billion in assets under management, and offices in Philadelphia, PA; San Francisco, CA; and Boca Raton and Miami, FL.
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions. The firm’s investment philosophy is a uniquely disciplined, tax sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for over 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top investment management firms in the United States. The firm is ranked in the top 40 nationally by Barron’s and was named a top firm in South Florida by the South Florida Business Journal. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, please visit http://www.wescott.com/press/digital-press-kit.
MEDIA CONTACT: For further information please contact Tracy Abriola at firstname.lastname@example.org or 215.979.1668.