Stephanie James is a Partner and Senior Financial Advisor with Wescott, focusing on the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Her expertise is in comprehensive financial planning, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis and investment policy development.
Stephanie is a member of Wescott’s Management Committee and Investment Committee, which is responsible for the firm’s asset allocation models and investment strategies. In addition, she 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.
Active in the financial community, Stephanie is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and is a Certified Financial Planner™. In 2013, she established and led the NAPFA Genesis Conference and CFP Scholarship Committee, creating the process, criteria and application requirements, and was responsible to choose scholarship recipients throughout the year. She also served on the TD Ameritrade Institutional NextGen Scholarship and Grant Committees, assisting in the review of applications and selection of candidates for annual awards. She was proud to participate in Fidelity Investments’ G2 Leadership Institute program, which focuses on developing leadership and management skills of future leaders of successful financial advisory firms.
A frequent speaker on next generation issues in the financial industry, Stephanie also shares her time and talents with Philadelphia based non-profits, including Uplift Center for Grieving Children and The Ronald McDonald House. She is a recipient of the Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine.
Having received her bachelor’s degree in business administration from Saint Joseph’s University, Stephanie also completed her masters degree in business administration from Villanova University.
She resides in Springfield, Pennsylvania with her husband, Mike James, and their two sons.