Katherine Blackney is a Principal, Senior Advisor/Charitable and Estate Planning with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, along with their charitable and estate reviews, recommendations and planning. Committed to designing optimal paths for her clients to live their ideal lives, Kathy’s expertise focuses on multi-faceted, comprehensive financial planning, retirement planning and charitable and estate planning.
She is a member of Wescott’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, Kathy was a Senior Wealth Planner and Director of Estate and Charitable Planning at Asset Planning Services, Ltd. (APS), where she helped grow and develop the Estate Planning Department with Rick Volpe. A Certified Estate Planner (CEP®), she began her career in the legal profession, focusing specifically on estate, business and philanthropic planning for high-net-worth clients.
Currently, she is pursuing her Registered Paraplanner designation from the College for Financial Planning.
Kathy resides in Blue Bell, Pennsylvania.