Darlene Palmer is the Office Manager/Advisor Coordinator with Wescott, responsible for the day-to-day operational initiatives and processes for the firm’s Harleysville office. She provides executive support on firm projects and supports the office by assisting the administrative, operations and client services teams. In addition, she serves as the primary liaison with the Wescott’s Philadelphia headquarters.…
Julia Reynolds is Wescott’s Senior Client Service Associate. In her role, she directly supports the firm’s senior advisors by delivering high-touch service to all clients. She ensures that complex client matters, and their operational requests, are thoughtfully escalated, and addressed promptly and accurately. Partnering with the Director of Operations, she helps oversee custodial platform processes and…
Luisa DeLaTorre is a Client Service Associate for Wescott, overseeing all administrative activities relating to the custodians where client’s financial assets are held. This includes account maintenance and openings, asset transfers and addressing client needs with respect to their accounts. She also supports Wescott’s Senior Financial Advisors with client requests and matters. In addition to…
Michael Stencler is a Client Service Associate for Wescott, overseeing all administrative activities relating to the custodians where client’s financial assets are held. This includes account maintenance and openings, asset transfers and addressing client needs with respect to their accounts. He also supports Wescott’s financial advisory team with client requests and matters. Prior to joining…
Kelley Smith is an Executive Assistant with Wescott, providing support to the firm’s Founder and CEO, Director of Human Resources and Administration and Chief Operation Officer. Her responsibilities include calendar and travel management for Wescott executives’ and supports the day-to-day administrative, operational and client service functions of the Philadelphia office by working collaboratively with the…
Amber Bentley is the Advisor Support Specialist, providing administrative, client service and operational support for the Wealth Management Team. Her responsibilities include meeting coordination, calendar management, report preparation, document management and support on various operations and client service initiatives. Amber is an active member of Wescott’s Culture & Engagement Team, which promotes a workplace that…
