Wescott Financial Advisory Group, LLC
Margaret Abrams, PHR, SHRM-CP, has over 28 years of experience in the financial services industry, currently serving as a Partner and Director of Human Resources and Administration at Wescott Financial Advisory Group, LLC, since 1995. In addition to this role, Margaret also oversees Business Operations within the same organization. Prior to this position, Margaret managed Business Operations at Wescott Financial from 1995 to 2008, demonstrating a strong background in both human resources and operational management.
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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.