Julia Reynolds is an Advisor Assistant/Office Coordinator with Wescott, responsible for supporting the Wealth Management Team in the Fort Washington office. In addition to assisting with meeting coordination, report preparation and document management, she also supports the Operations group and serves as the primary liaison with the Philadelphia office regarding the day-to-day operations of the office.
Prior to joining Wescott, Julia was a sales and client relations assistant with a Pennsylvania law firm and worked for a small financial services firm supporting two advisors and managing the office. Her other professional experience includes serving as a customer service representative for an insurance firm and real estate sales.
She resides in Reading, Pennsylvania and has two children.
