We Bring Your Wealth to Life™
Wescott encourages you to have a conversation with us, whether you are interested in becoming a client, or are seeking additional information about our firm. Below you will find opportunities to receive our periodic communications, request to be contacted, or learn more about our expansion and growth opportunities.
If you are interested in career opportunities with Wescott Financial, please visit our Careers page to learn about open positions, or contact our Human Resources Department directly at HR@wescott.com.
Alex Rawdin, CFP®
Business Development Officer
215.979.1674
arawdin@wescott.com
Schedule a meeting!
Karen McIntyre, CFP®
Principal, Senior Financial Advisor
215.979.1683
kmcintyre@wescott.com
Schedule a meeting!
If you’re interested in becoming a Wescott client or learning more about our approach to Life-Minded Wealth® and the services we provide, please give us some more information using the form, or simply click the button below to schedule an introductory call with our Business Development Officer, Alex Rawdin, CFP®.
Wescott values its strong relationships with referral and networking connections, working collaboratively to help high-net-worth individuals, entrepreneurs and executives achieve their goals.
Carrie Delgott
Chief Operating Officer/Chief Compliance Officer
215.979.1619
cdelgott@wescott.com
Philadelphia, PA
30 South 17th Street
Philadelphia, PA 19103-4196
215.979.1600
View Map
Fort Washington, PA
455 Pennsylvania Avenue, Suite 230
Fort Washington, PA 19034
215.979.1900
View Map
Harleysville, PA
162 Main Street, P.O. Box 164
Harleysville, PA 19438
215.209.4100
View Map
Miami, FL
201 S. Biscayne Boulevard, Suite 3400
Miami, FL 33131-4325
305.960.2350
View Map
