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Rick Volpe

Director of Charitable and Estate Planning at Wescott Financial Advisory Group

  • LinkedIn

Effective January, 2022, Rick Volpe is a Partner at Wescott Financial Advisory Group, LLC. in the Harleysville office, serving in the position of Director of Charitable and Estate Plannin...

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WESCOTT FINANCIAL ADVISORY GROUP

WESCOTT FINANCIAL ADVISORY GROUP

  • description Description
    Let us build a track record of advice, trust and results for you... Through its trademarked Life-Minded Wealth approach, Wescott Financial Advisory Group integrates financial expertise with l...

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  • Employees count Employees 51-200
  • Revenue Revenue 25 Million to 50 Million
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Wescott Financial Advisory Group Org Chart and Mapping

Employees

Dan Esquirell

Partner, Senior Financial Planner

Philip Simone

Associate Financial Advisor

Carrie Delgott

Chief Operating Officer / Chief Compliance Officer

Cynthia Bucher

Manager of Trust & Client Services

Robert Waskiewicz

Senior Financial Advisor, Principal

Brendan Hunter

Associate Financial Advisor

Rick Volpe

Director of Charitable and Estate Planning

Frequently Asked Questions Regarding Rick Volpe

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Answer: Rick Volpe is the current Director of Charitable and Estate Planning at Wescott Financial Advisory Group.... Read More

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  • Phone number  :  (***)-***-****
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