Wescott Financial Advisory Group, LLC
Alexander Rawdin, CFP®, currently serves as the Business Development Officer at Wescott Financial Advisory Group, LLC, where responsibilities include leading organic growth since October 2017. Previously, Alexander held the position of Director of Entrada Client Solutions, focusing on the redeployment of a digital-first wealth management solution. Earlier career experience includes roles at Pandora as a Senior Campaign Specialist, Campaign Manager, and Client Services Coordinator, as well as positions in artist relations at HeadCount, Inc., digital marketing at Phigital, Inc., and as a Senior Agent & Social Media Lead at Universal Attractions. Alexander began the professional journey with an internship at Clintons. Academically, Alexander earned a Non-Credit and Continuing Education Certificate in Financial Planning from Temple University and a B.S. in Entrepreneurship & Emerging Enterprises from Syracuse University - Martin J. Whitman School of Management.
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.