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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

Cynthia Bucher

Manager of Trust & Client Services

Michele Hewitt

Principal, Senior Advisor/Client Tax Compliance

Julia Reynolds

Advisor Assistant/ Office Coordinator

Carrie Delgott

Chief Operating Officer / Chief Compliance Officer

Sandra Goodstein

Managing Director and Senior Financial Advisor

Katherine Blackney

Senior Advisor Charitable and Estate Planning

David Lafferty

Partner, Senior Financial Advisor

Margaret Abrams

Partner, Director of Business Operations

Frequently Asked Questions Regarding Susan Green

Answer: Susan Green works for Wescott Financial Advisory Group as Principal, Senior Financial Advisor and Director of Financial Planning Standards

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

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

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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