Wescott’s Who We Are Series: Amanda Weldon
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Amanda Weldon, Senior Investment Research Analyst, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Mark McCarron, Principal and Chief Investment Officer, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Robert Waskiewicz, Financial Advisor, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Susan Green, Financial Advisor and Director of Financial Planning Standards, featured.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. David Lafferty, Partner and Senior Financial Advisor featured.
In the wake of the Equifax breach, we understand many of our clients are concerned about the security of their financial data. There are many ways to limit the misuse of personal information from the breach, and we encourage clients to stay vigilant in monitoring credit accounts and proactive in setting up the right protections.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Karen McIntyre, Principal and Senior Financial Advisor, featured.
For many people, the process of gathering financial documents is like spring cleaning. It’s a necessary task avoided until the last minute. Because of that, it often constrains the financial planning experience, rather than bringing clients and advisors closer.
We’re known for our Life-Minded Wealth approach. Now, we want you to get to know the people behind that approach. Scott Michalek, Partner and Senior Financial Advisor featured.
