Wescott Financial Advisory Group, LLC
Carrie Delgott is Wescott Financial Advisory Group, LLC's President, Chief Operating Officer, and Chief Compliance Officer. Carrie has extensive experience in leadership roles at Vanguard, where Carrie managed multi-million-dollar budgets and led strategic initiatives. Carrie also worked as a Financial Analyst at Wawa, Inc. Carrie holds an MBA from Widener University and a Bachelor's degree in Finance from Penn State University.
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Wescott Financial Advisory Group, LLC
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 life expertise into a single advisory service. The Wescott Team is composed of an interdisciplinary group of subject matter experts with substantive backgrounds in investments, business, law, accounting and taxation (CFP®s, CPAs, MBAs, a Ph.D. and attorneys). This group of professionals helps our ultra-high-net-worth and high-net-worth clients and their families see all sides of every financial decision to reach their personal and financial goals. Wescott is an SEC-registered, fee-only investment advisory and wealth management firm with offices in Philadelphia, Fort Washington, Harleysville and Miami. Since its founding in 1987, Wescott's mission is "Achieving Client Goals". Wescott is always looking for new client opportunities, as well as growing by the addition of excellent advisors. We invite your inquiries to our collegial firm.