Wescott Financial Advisory Group, LLC
Robert Moore is a dedicated professional with a strong background in client services and human resources. Currently serving as a Client Services Associate at Wescott Financial Advisory Group, LLC since January 2022, Robert previously held the role of Client Services Representative at Asset Planning Services, Ltd. before its acquisition by Wescott. Prior to these positions, Robert worked as a Human Resources Coordinator at CollabraLink Technologies, Inc. and as the Director of Human Resources and Training at Chick-fil-A-Franchise. Robert's foundational experience includes serving on the Student Activity Staff at Liberty University, where Robert also earned a Bachelor of Science in Business with a focus on Human Resources and Project 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.