Wescott Financial Advisory Group, LLC
William Walker is a seasoned professional in business development and client engagement, currently serving as a Business Development Representative at Wescott Financial Advisory Group, LLC since October 2023. Previously, William held roles such as Community Leader & Host at Finimize, where engaging audiences through dynamic events was a key focus, and as an Analyst at abrdn, contributing to product development and optimizing RFP processes. William also excelled as a Financial Representative at International Planning Alliance, LLC, consistently exceeding performance quotas, and as a Managed Service Sales Engineer at Atlantic Tomorrow's Office, strengthening client data infrastructure and cybersecurity efforts. William holds a Bachelor of Science in Business Administration from The College of New Jersey.
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.