A Team of Life-Minded Experts to Rely On

Wescott’s leadership team defines the current and future paths of the organization and guides the firm’s progress and team toward shared goals. With decades of combined expertise, Wescott’s leaders use their diverse experience across various roles to help ensure excellence in client service.

Client facing and results driven, our financial and investment teams include experts with an array of designations who are dedicated to client success. Excelling in services ranging from investment management to wealth management to tax planning to guidance during significant life events, their mission always centers on helping clients achieve their financial and life goals.

Our client services team is a devoted group of individuals with expertise in marketing, business, technology, client administration, trading and compliance. Their various roles help ensure an optimal experience for Wescott’s clients and team.