Wescott Financial buys $800 million niche practice
December 13, 2021 - Wescott and Grant Rawdin, Founder and CEO, profiled in InvestmentNews
Expert Advice Featured in National, Local and Industry Media
December 13, 2021 - Wescott and Grant Rawdin, Founder and CEO, profiled in InvestmentNews
November 2021 - Susan Green, Senior Financial Advisor and Director of Financial Planning Standards, interviewed for NAPFA Advisor Magazine
September 17, 2021 - Grant Rawdin, Founder and CEO, interviewed for Barron's.
August 12, 2021 - The firm was selected for notable employee-friendly practices and growth-oriented culture. Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays…
May 20, 2021 - Founder and CEO, Grant Rawdin, is a panelist for Barron's.
Authored by Stephanie James, Partner and Senior Financial Advisor, for NAPFA Advisor Magazine. January 2021.
Christopher Cortese, Senior Financial Advisor and Director of Next Gen Advisor Development, quoted for Financial Advisor Online
Certification received May 2020. B Corp Certification is a designation that a business is meeting high standards of verified performance, accountability, and transparency on factors from employee benefits and charitable giving to supply chain practices and input materials. Wescott pays a fee and submits an Impact Assessment to qualify for and maintain this certification.
Grant Rawdin, Founder and CEO, quoted for Barron's
