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 implementation.
As a member of the firm’s Portfolio Strategy Group, Chad helps to oversee Wescott’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, Chad’s professional experience includes serving as a financial advisor for Vanguard, and a financial advisor for New York Life in Bala Cynwyd.
A Certified Financial Planner™ (CFP®), Chad earned his bachelor’s degree in chemistry from Ursinus College. While at Ursinus, he was the president, treasurer and captain of his rugby team. Chad is also very active in his community, when not cheering on Philly sports teams. He currently serves as vice president of the Ardmore Business Association.
Chad resides in Ardmore, Pennsylvania with his girlfriend, Alyssa, and their dog, Willow.