Phone: 215.979.1902
Email: egranieri@wesott.com
Elaine Granieri 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. Her expertise lies in cash flow, risk management, investments, retirement planning, estate planning and taxation. Elaine serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Prior to joining Wescott, she was a financial paraplanner with a financial advisory firm in the Philadelphia area. Elaine is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and is a Certified Financial Planner™.
Elaine earned her Bachelor’s degree, with a concentration in Accounting, and her Master’s degree, with a concentration in Finance, from Temple University’s Fox School of Business Management.
She resides in Willow Grove, Pennsylvania.