Maja Banas is an Assistant Financial Advisor with Wescott. Working primarily with the firm’s partners and senior financial advisors, her responsibilities are related to all facets of financial planning, investment portfolios and wealth management. More specifically, Maja will assist in the coordination and delivery of comprehensive financial planning and wealth management services to Wescott clients. This will include the assimilation and organization of clients’ financial information, continuing with advanced financial planning and scenario planning; culminating in the construction and drafting of client solutions.
She serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
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.