Susan Green (CFP®, JD)
Susan Green focuses in the
following client markets or areas of practice:
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Estate & Generational Planning Issues
- High Net Worth Client Needs
Planning Specialties
Susan Green is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients’ financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Susan’s expertise is in comprehensive financial planning, tax, cash flow, retirement planning, estate planning, portfolio policy and analysis, and investment policy statement development.
Additional Information
Wescott has been helping our clients manage their affairs for over 30 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients. Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.
NAPFA Start Date
May 31, 2013
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