Stephanie James Email & Phone Number
Partner, Senior Financial Advisor @ Wescott Financial Advisory Group, LLC
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Stephanie James Location
- Philadelphia, PA, US
Stephanie James Work
- Partner, Senior Financial Advisor @ (June 2008 - Present)
- Waitress and Bartender @ Quotations Restaurant (September 2006 - November 2011)
- Intern @ (January 2008 - June 2008)
Stephanie James Education
- Villanova University 2011-2013
- Saint Joseph's University 2004-2008
- Macquarie University 2007-2007
Stephanie James Skills
- Wealth Management
- Strategic Financial Planning
- Investments
- Retirement Planning
- Estate Planning
- Financial Analysis
- Investment Management
- Portfolio Management
- Asset Managment
- Asset Allocation
- Financial Advisory
- Investment Strategies
- Investment Policy Statements
- Investment Advisory
- College Education Planning
Stephanie James Summary
- Stephanie James, based in Philadelphia, PA, US, is currently a Partner, Senior Financial Advisor at Wescott Financial Advisory Group, LLC. Stephanie James brings experience from previous roles at Quotations Restaurant and Karr Barth Private Client Group, LLC. Stephanie James holds a 2011 - 2013 Villanova University. With a robust skill set that includes Wealth Management, Strategic Financial Planning, Investments, Retirement Planning, Estate Planning and more. Stephanie James has 2 emails and 1 mobile phone numbers on RocketReach.
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