Scott Levin

Advisor, Charitable and Estate Planning

Scott Levin is an Advisor, Charitable and Estate Planning with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and charitable and estate planning reviews, recommendations and implementation.  Committed to designing optimal paths for his clients to live their ideal lives, Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters.

He 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, Scott was a Wealth Planning Associate at Asset Planning Services, Ltd. (APS).  He began his career in the financial services industry in 1997, following several years working in tax preparation, planning, and research with a CPA firm. He brings more than 20 years of personal financial planning and estate planning experience, both at the Federal and State level, to Wescott.

A graduate of The Pennsylvania State University, Scott earned his Bachelor of Science degree in Accounting.  Afterward, he received a joint J.D. and MBA degree from Villanova University.

In addition to his J.D. and MBA degrees, Scott has earned an impressive number of professional certifications and designations.  He is a Certified Financial Planner™ (CFP®), a Chartered Financial Consultant (ChFC®), and a Chartered Advisor in Philanthropy (CAP®).  Most recently, Scott earned the Certified Estate Planner (CEP®) and Master Certified Estate Planner (MCEP®) designations from the NICEP.

Active in his community, he is an advocate for animal rescue, volunteering with local groups.  He is also a patron of the arts.

Scott resides in Collegeville, Pennsylvania, with his wife, Stacey.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S. which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

 

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