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Wendy Ellis

Financial Advisor at Wescott Financial Advisory Group

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Email Email: w****@wescott.com

phone noPhone Number: (***)-***-****

Helping clients secure financial independence and confidence through a collaborative planning process.

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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
Christopher Spay

Christopher Spay

Lead Trader and Operation Specialist

Brendan Hunter

Brendan Hunter

Associate Financial Advisor

Sofia Lowenberg

Sofia Lowenberg

Human Resources Manager

Sandra Goodstein

Sandra Goodstein

Managing Director and Senior Financial Advisor

Charles Johnston

Charles Johnston

Associate Financial Advisor

Katherine Blackney

Katherine Blackney

Senior Advisor Charitable and Estate Planning

Michele Hewitt

Michele Hewitt

Principal, Senior Advisor/Client Tax Compliance

Philip Simone

Philip Simone

Associate Financial Advisor

Lydia Sheckels

Lydia Sheckels

Chief Investment Officer - Emeritus and Senior Financial Advisor

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Frequently Asked Questions Regarding Wendy Ellis

Answer: Wendy Ellis works for Wescott Financial Advisory Group as Financial Advisor

Answer: Wendy Ellis’s role in Wescott Financial Advisory Group is Financial Advisor

Answer: Wendy Ellis's email address is w***@gmail.com

Answer: Wendy Ellis's business email address is w****@wescott.com

Answer: Wendy Ellis’s direct phone number is (***)-***-****

Answer: Wendy Ellis works in the industry of: Investment Management

Answer: Wendy Ellis is the current Financial Advisor at Wescott Financial Advisory Group.... Read More

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

Answer: Wescott Financial Advisory Group's Financial Advisor is Wendy Ellis

Answer: Wendy Ellis contact details:

  • Phone number  :  (***)-***-****
  • Email  :  w****@wescott.com

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