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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

Carrie Delgott

Chief Operating Officer / Chief Compliance Officer

Sandra Goodstein

Managing Director and Senior Financial Advisor

David Lafferty

Partner, Senior Financial Advisor

Christopher Spay

Lead Trader and Operation Specialist

Robert Moore

Client Services Associate

Robert Waskiewicz

Senior Financial Advisor, Principal

Katherine Blackney

Senior Advisor Charitable and Estate Planning

Julia Reynolds

Advisor Assistant/ Office Coordinator

Frequently Asked Questions Regarding Rick Volpe

Answer: Rick Volpe works for Wescott Financial Advisory Group as Director of Charitable and Estate Planning

Answer: Rick Volpe’s role in Wescott Financial Advisory Group is Director of Charitable and Estate Planning

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

Answer: Rick Volpe works Wescott Financial Advisory Group located at 30 S 17th St, Philadelphia, Pennsylvania, 19103, United States

Answer: Wescott Financial Advisory Group's Director of Charitable and Estate Planning is Rick Volpe

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  • Phone number  :  (***)-***-****
  • Email  :  r****@assetplanningservices.com

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