Wescott Financial Advisory Group, LLC
Grant Rawdin is the Founder and CEO of Wescott Financial Advisory Group LLC, a firm they started in 1987. Prior to this, they worked as an Attorney/Tax Accountant at Duane Morris LLP from 1981 to 1987. Grant also served as Treasurer for General Shapiro's gubernatorial campaign in 2022 and for their previous campaigns for PA Attorney General. In addition, Rawdin is Chair Emeritus and Vice-Chair of the Board of Directors at the Urban Affairs Coalition.
Grant Rawdin began their education in 1979 at Temple University, where they pursued a Bachelor's degree in English. Grant completed this program in 1983. Following their undergraduate studies, Rawdin attended Temple University - James E. Beasley School of Law from 1984 to 1987. During this period, they obtained a Juris Doctor (J.D.) degree, focusing on the field of Law.
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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.