10 onboarding tips to engage new colleagues
Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.
Expert Advice Featured in National, Local and Industry Media
Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.
Wescott ranked one of AdvisoryHQ's 9 Best Financial Advisors & Wealth Management Firms in Philadelphia, PA. January 2021.
Wescott ranked one of 13 Best Financial Advisors in San Francisco, Oakland, & Corte Madera (Bay Area). December 2020.
Wescott Financial Advisory Group is proud to announce Founder and CEO Grant Rawdin’s recognition on Barron’s 2020 Top 100 Independent Advisors in the U.S. list, ranking him 34th.
Wescott ranked #34 by Barron's (September 12, 2020).
Wescott Included in Financial Advisors 2020 RIA Ranking
Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online
Certification recognizes Wescott’s unwavering commitment to all stakeholders, including team members, clients and communities.
Grant Rawdin, Founder and CEO, quoted for Barron's
