Justin Wallace 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.
Prior to joining Wescott, Justin worked as an accountant with a local tax preparation firm, where he honed his skill set with a variety of roles and responsibilities, including federal, state, and local tax preparation. He also has experience in auditing an array of subjects and industries, as well as the preparation of time-sensitive financial statements for leadership and senior management.
He earned his Bachelor of Science in Business Administration and Master of Accounting from Western Governor’s University. Most recently, Justin earned his Certified Public Accountant professional license from the State of Pennsylvania.
When not in the office, he enjoys spending time practicing Brazilian Jiu Jitsu, cooking, and traveling.
Justin resides in Harleysville, Pennsylvania.
