Wescott Financial Advisory Group, LLC Employee Directory

Q: What is Wescott Financial Advisory Group, LLC known for?

Wescott Financial Advisory Group, LLC was founded in 1987. Wescott Financial Advisory Group, LLC operates in the Investment Management industry.

Investment ManagementPennsylvania, United States51-200 Employees

Experience Life-Minded Wealth® with Wescott 

At Wescott Financial Advisory, we take you beyond wealth management to achieve Life-Minded Wealth®. This personalized approach aligns your financial decisions with your life objectives, aspirations, and values . . . bringing more meaning to your assets than a narrow set of financial metrics. 

Wescott gives you... 

– A holistic wealth management team, including estate, tax, investment and insurance experts 
– Progress tracking with PerfectScore® so you always know you’re right on target 
– Boutique service with proactive communication and planning 

We’re proud to serve you as a certified B-Corp and an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Harleysville and Miami.

Find Wescott Financial Advisory Group, LLC employees' phone numbers or email addresses

Wescott Financial Advisory Group, LLC Global Highlights

North America
77

United States Of America
77

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Wescott Financial Advisory Group, LLC's Leadership

C. D.
President, Chief Operating Officer And Chief Compliance Officer
Mobile Phone
Email
G. R.
Founder & Ceo
Mobile Phone
Email
M. M.
Partner
Mobile Phone
Email
M. A.
Partner, Director Of Human Resources And Administration
Mobile Phone
Email
K. M.
Partner - Sr. Financial Advisor; Business Development Officer
Mobile Phone
Email
S. J.
Partner, Senior Financial Advisor
Mobile Phone
Email
C. C.
Partner, Senior Financial Advisor And Director Of Next Gen Advisor Development
Mobile Phone
Email
D. L.
Partner, Senior Financial Advisor
Mobile Phone
Email

Contact profiles from Wescott Financial Advisory Group, LLC

Name

Title

Contact Info

Location

Last Update

R. F.
Controller And Manager Of Investment Operations
Mobile Phone
Email
UNITED STATES
Sep 18, 2025
S. L.
Human Resources Manager
Mobile Phone
Email
United StatesPennsylvania
Dec 10, 2025
H. M.
Manager Account Administration
Mobile Phone
Email
Dec 10, 2025
C. B.
Manager Of Trust & Client Services
Mobile Phone
Email
United StatesFlorida
Dec 10, 2025
K. F.
Manager Of Marketing And Communications
Mobile Phone
Email
United StatesPennsylvania
Dec 10, 2025
C. S.
Lead Trader And Operation Specialist
Mobile Phone
Email
United StatesPennsylvania
Dec 10, 2025
D. P.
Office Manager
Mobile Phone
Email
United StatesPennsylvania
Dec 10, 2025
H. A.
Manager Account Administration
Mobile Phone
Email
UNITED STATES
Aug 22, 2025
R. T.
Manager, Family Office Services
Mobile Phone
Email
United StatesPennsylvania
Jul 29, 2024
R. I.
Senior Financial Advisor
Mobile Phone
Email
United StatesPennsylvania
Oct 18, 2025

Frequently Asked Questions

What is Wescott Financial Advisory Group, LLC known for?

Wescott Financial Advisory Group, LLC was founded in 1987 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-215-979-****

. Explore Wescott Financial Advisory Group, LLC's company overview page for more information.

What is Wescott Financial Advisory Group, LLC's most common email format?

Wescott Financial Advisory Group, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wescott Financial Advisory Group, LLC email formats with LeadIQ.

How many employees does Wescott Financial Advisory Group, LLC have currently?

Wescott Financial Advisory Group, LLC has approximately 52 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Wescott Financial Advisory Group, LLC's key employees and leadership?

As of December 2025, Wescott Financial Advisory Group, LLC's key employees include:

President, Chief Operating Officer And Chief Compliance Officer: C. D.
Founder & Ceo: G. R.
Partner: M. M.
Partner, Director Of Human Resources And Administration: M. A.
Partner - Sr. Financial Advisor; Business Development Officer: K. M.

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