Scott Levin is a Financial Advisor, Senior Estate Planning Specialist with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and charitable and estate planning reviews, recommendations and implementation. Committed to designing optimal paths for his clients to live their ideal lives, Scott’s expertise focuses on…
Rebecca Iacopelli is a Senior Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for her clients to live their ideal lives, Rebecca’s expertise focuses on multi-faceted, comprehensive financial planning, tax,…
James Ciamacco is a Senior Financial Advisor with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Committed to designing optimal paths for his clients to live their ideal lives, James’ expertise focuses on multi-faceted, comprehensive financial planning, tax,…
Wendy Ellis is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans and investment portfolio reviews, recommendations and implementation, in addition to supporting the senior financial advisory team with complex planning issues. Her expertise lies in cash flow, risk management, investments, retirement planning and estate planning.…
Joseph Frazer is a Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.…
Brendan Hunter is a Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.…
Charles Johnston is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and…
Benjamin Janssen is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and…
Peter Henson is an Associate Financial Advisor with Wescott, working in close collaboration with Wescott’s Principal and Senior Financial Advisors to onboard, maintain and deliver comprehensive wealth management and financial planning services to clients. His responsibilities include the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and…
