Experience

Wescott Financial Advisory Group, LLC

• United States
• Investment Management
• 1 - 100 Employee

• Partner, Senior Financial Advisor

  • Feb 1994 - Present

  Scott Michalek is a Partner and Senior Financial Advisor with Wescott and is responsible for the preparation and ongoing management of client financial plans, annual financial updates and investment portfolio reviews, recommendations and implementation. Scott's expertise is in comprehensive financial planning, portfolio policy and analysis, and investment policy statement development. He also specializes in working with many of Wescott's non-profit, endowment and foundation clients. Prior to joining Wescott, Scott was a financial advisor with an investment advisory firm in Pittsburgh. A recipient of the Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine, Scott is active in several professional organizations, including the Financial Planning Association (FPA), the National Association of Personal Financial Advisors and the Philadelphia Estate Planning Council. He has served on the board of the FPA Philadelphia Tri-State Area Chapter for several years and is a past president of the chapter. Show less