Wescott Financial Advisory Group, LLC
Luisa Shah, FPQP™, is an experienced professional in client services and administration, currently serving as a Client Services Associate at Wescott Financial Advisory Group, LLC since April 2021. Prior to this role, Luisa held positions as an Executive Assistant at McKinsey & Company and Gastro Health, and served in various capacities at Wescott Financial Advisory Group, LLC, including Client Services and Development. Earlier career experiences include roles at Baptist Health South Florida as a Corporate Analyst Supervisor and at Cipher Systems as an Accounts Administrator. Luisa began a professional journey in CRM administration at Gibraltar Bank. Educational achievements include a Bachelor's degree in Health Services Administration from Florida International University and a high school diploma from Miami Sunset Senior High School.
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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.