Wescott Financial Advisory Group Employee Directory

Wescott Financial Advisory Group corporate office is located in 30 S 17th St Fl 5, Philadelphia, Pennsylvania, 19103, United States and has 51-200 employees.

Likely to Engage tag.Highly Engaged Employees

wescott

wescott financial advisory group llc

wescott financial advisory group

wescott professional employer services inc

wescott scholastic products inc

financial advisory group llc

Employees by Department

Departments

Number of employees

Finance

27

Operations

8

Sales

6

Legal

3

Marketing

2

C-Suite

2

Human Resources

1

Wescott Financial Advisory Group CEO

Grant Rawdin, Founder & Chief Executive Officer at Wescott Financial Advisory Group
United States flag for contact location.
Grant RawdinFounder & Chief Executive Officer
PhonePhoneEmailEmail
See Profile

Key Employees of Wescott Financial Advisory Group

  • Carrie Delgott, President, Chief Operating Officer & Chief Compliance Officer at Wescott Financial Advisory Group
    United States flag for contact location.
    Carrie Delgott

    President, Chief Operating Officer & Chief Complia...

    PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

  • PhonePhoneEmailEmail

Wescott Financial Advisory Group Global Presence

globalPresence illustration
North America11-50

Index of contact profiles from Wescott Financial Advisory Group

Hundreds of professionals searching for Wescott Financial Advisory Group have connected with key decision-makers. Join them?
Contact Name
Contact Info
Job Title
HQ Location
123

Former Employees at Wescott Financial Advisory Group

Explore people who held key positions, contributed to Wescott Financial Advisory Group's success, and advanced their careers.

CB

Christopher Budny

Lead Advisor at Brighton Jones

Worked as Financial Associate & Advisor

at Wescott Financial Advisory Group (2020-2021)

email Christopher Budny Email direct Christopher Budny Direct
BH

Brendan Hunter

Financial Advisor at HBKS Wealth Advisors

Worked as Financial Associate & Advisor

at Wescott Financial Advisory Group (2023-2025)

email Brendan Hunter Email direct Brendan Hunter Direct
KB

Kristen Barker

Senior Financial Plann... at Q3 Advisors

Worked as Financial Planner

at Wescott Financial Advisory Group (2022-2024)

email Kristen Barker Email direct Kristen Barker Direct
HK
Mask Content

Secondment United Way at BMO

Worked as Marketing Intern

at Wescott Financial Advisory Group (2017-2017)

email HaoYi Kok Email direct HaoYi Kok Direct
MS
Mask Content

Director, Finance & Ch... at Legacy Advisors

Worked as Director, Finance & Chief Compliance Officer

at Wescott Financial Advisory Group (2010-2018)

email Matthew Sgro Email direct Matthew Sgro Direct
SK
Mask Content

Consumer Investment Ba... at Lincoln

Worked as Investment Research Intern

at Wescott Financial Advisory Group (2021-2021)

email Sophie Krum Email direct Sophie Krum Direct

Explore More

People from Similar Companies in the Finance Industry Located in Pennsylvania, United States

SEI

1K - 5K Employees

NewEdge Capital Group

501-1,000 Employees

Stone Creek Global

201-500 Employees

ITS Asset Management

201-500 Employees

The Bryn Mawr Trust

201-500 Employees

Aquila Distributors

201-500 Employees

Frequently Asked Questions Regarding Wescott Financial Advisory Group Employees

How many employees does Wescott Financial Advisory Group have?
Wescott Financial Advisory Group has 51-200 employees Who is the CEO of Wescott Financial Advisory Group?
Wescott Financial Advisory Group’s CEO is Grant Rawdin Who are Wescott Financial Advisory Group key employees?
Some of Wescott Financial Advisory Group key employees are Carrie Delgott Where is Wescott Financial Advisory Group located?
Wescott Financial Advisory Group’s headquarters are located at 30 S 17th St Fl 5, Philadelphia, Pennsylvania, 19103, United States How do I contact Wescott Financial Advisory Group?
Wescott Financial Advisory Group Contact Info: Phone number: (215) 979-1600 Website: www.wescott.com What does Wescott Financial Advisory Group do?

Wescott Financial Advisory Group LLC is a financial consulting and wealth management firm with nearly 40 years of experience in providing specialized financial services. The company offers a range of services including investment strategies, financial planning, and trust services, tailored to meet the unique needs of its clients. Wescott serves a d... iverse clientele, focusing on individuals and families seeking to manage their wealth effectively while leaving a lasting legacy. Recognized by various national publications, Wescott is also a certified B Corp, demonstrating its commitment to social and environmental excellence.Read More

 Is Wescott Financial Advisory Group a public company?
Wescott Financial Advisory Group is private company therefore does not currently have an official ticker symbol
See more information about Wescott Financial Advisory Group Employees

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.

Test Drive ZoomInfo's Directories

Browse Directories

Most Searched Industries

Construction Law Firms & Legal Services Business Services Finance Manufacturing Agriculture Software Accounting & Accounting Services Retail Healthcare Energy, Utilities & Waste Treatment Telecommunications Transportation Real Estate
People SearchCompany Search