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Susan Green

Principal, Senior Financial Advisor and Director of Financial Planning Standards at Wescott Financial Advisory Group

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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

MSTFP Chris Cortese

Principal, Senior Financial Advisor and Director of Next Gen Advisor Development

Katelyn Friel

Manager of Marketing and Communications

Julia Reynolds

Advisor Assistant/ Office Coordinator

Cynthia Bucher

Manager of Trust & Client Services

Rick Volpe

Director of Charitable and Estate Planning

Stephanie James

Partner, Senior Financial Advisor

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Answer: Wescott Financial Advisory Group's Principal, Senior Financial Advisor and Director of Financial Planning Standards is Susan Green

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  • Phone number  :  (***)-***-****
  • Email  :  s****@begleylawgroup.com

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