Phil Simone is an Assistant 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.
He 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, Phil interned for a financial advisory firm in New York City that specialized in financial planning for women in transition.
A Certified Financial Planner™ (CFP®), he earned his bachelor’s degree in finance, with a concentration in financial planning, from Virginia Polytechnic Institute and State University’s Pamplin School of Business. While at Virginia Tech, Phil was involved in their student chapter of the Financial Planning Association. He is also a current member of the Knights of Columbus.
Phil resides in Philadelphia, Pennsylvania.