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.
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
Carrie Delgott, COO and CCO, profiled by Authority Magazine
Grant Rawdin, Founder and CEO, ranked in Barron's Hall of Fame Awarded September 2019 – No fee was paid for participation in the ranking, however Wescott pays a fee to receive expanded profile features on the ranking website.
