FOR IMMEDIATE RELEASE
PHILADELPHIA, November 1, 2021 — Wescott Financial Advisory Group, an independent wealth management firm headquartered in Philadelphia with more than $2.7 billion in assets under management, has hired Jocelyn Schwartz as a new Principal and Senior Financial Advisor. Schwartz, who brings nearly 20 years of industry experience to her new role, will focus on providing HNW and UHNW clients with comprehensive wealth management solutions. Essential to her recruitment is her role working with Wescott’s Family Office Services Team.
“We are thrilled to welcome Jocelyn to the team and know our clients will be served in new and meaningful ways through her dynamic and broad skillset,” said Grant Rawdin, Founder and CEO. “Not only does she have more than two decades of experience working in the nation’s leading wealth management and financial planning firms, but her J.D. and LL.M. in taxation gives her a unique and valuable perspective when assisting in clients’ tax and estate planning needs. We know Jocelyn will undoubtedly become a key player in Wescott’s family office services.”
Prior to joining the Wescott team, Schwartz honed her expertise at some of the nation’s most well-respected wealth management and financial planning firms. Most recently, she was a Director within the Private Client Group at SCS Financial. There, she developed customized planning strategies for UHNW families, identifying planning opportunities to meet their unique goals.
Schwartz brings her impressive professional skillset to Wescott, including comprehensive and customized financial, tax, retirement and philanthropic planning and risk assessment, as well as complex estate and multi-generational planning for HNW and UHNW individuals and families. At the firm, she will lead multiple advisory teams to fulfill expectations in the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation.
“I am excited to join Wescott’s team of experts and add my experience to their already highly-impressive body of work and accomplishments,” Schwartz said. “What drew me to the Wescott was the fact that innovation is a hallmark of their vision. This can be found in the significant investments they make in their technology platform, their team’s professional and personal growth, their clients’ goals and their community’s prosperity. These investments, coupled with the compassion that drives them, makes them unique in the independent RIA space. I look forward to collaborating with everyone to create tailor-made solutions for our clients and further Wescott’s mission.”
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group has a 34-year track record as one of the top wealth management firms in the nation. Wescott is one of Barron’s Top 5 advisory firms in Pennsylvania (2021), the firm’s eighth year in a row in the top five, and one of Barron’s Top 40 Independent Financial Advisory Firms in the U.S. (2021). In 2019, Wescott was inducted into Barron’s Hall of Fame, a recognition given to those who have appeared on their Top 100 Advisor lists for ten, or more, consecutive years. The firm has also been recognized by Forbes as their #3 Private Wealth firm in Pennsylvania on their 2021 Best-in-State list, along with being the Philadelphia Business Journal’s #1 Small Company (2021 Best Places to Work). A Certified B Corp, the firm was named a 2021 Best for the World Company: Workers category. Wescott’s team of experts hold some of the industry’s top designations, including certified financial planners, CPAs, CFAs, MBAs, JDs, and Ph.D.s, and have substantive backgrounds in investments, financial planning, law, family counseling, staff psychology and taxation. Along with Wescott’s unique Life-Minded Wealth® approach, this expertise helps our team develop strategic plans for clients’ wealth, focusing on the financial and emotional needs in the decision-making process. Founded in 1987, Wescott has offices in Philadelphia, Fort Washington and Miami. For more information, visit www.wescott.com and follow them on LinkedIn and Facebook.
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Contact:
Katelyn Friel
Wescott Financial Advisory Group LLC
215-979-1660
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