Wescott Financial Advisory Group, LLC
Helen Montana has accumulated extensive experience in account administration and customer service over several decades. Currently serving as a Suite Attendant for the Philadelphia Eagles and ARAMARK since August 2012, Helen ensures guests receive an exceptional sports and entertainment experience in a welcoming environment. Additionally, since May 1999, Helen has been the Manager of Account Administration at Wescott Financial Advisory Group, LLC, where responsibilities include overseeing administrative activities related to client custodians, managing account openings and transfers, and addressing client needs. Earlier career roles include Account Administrator at Smith Barney from October 1986 to May 1999 and Account Administrator at EF Hutton from 1984 to 1986.
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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.