Phone: 1-215-209-4116
Email: phenson@wescott.com
Peter Henson 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, Pete helps to oversee Wescott’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
Pete brings to his role seven years of professional financial advisory experience. Prior to joining Wescott, he served as a Financial Consultant with Wells Fargo in their Signature Capital Wealth Management division and a financial advisor for Raymond James in their Quadrant Executive Wealth group.
A Certified Financial Planner™ (CFP®), Pete earned his bachelor’s degree in Supply Chain & Information Systems, with a focus in Finance, from The Pennsylvania State University. While at Penn State, he devoted his time to philanthropic work, holding roles as Finance Committee CFO and Committee Lieutenant for THON, a student-run philanthropy committed to enhancing the lives of children and families impacted by childhood cancer.
Pete resides in Philadelphia, Pennsylvania, with his mini golden doodle, Trey.
