Grant Rawdin, Founder and CEO of Wescott Financial, Joins CNBC Digital Financial Advisor Council
PHILADELPHIA, Feb. 12, 2015—Grant Rawdin, the founder and CEO of Wescott Financial Advisory Group, has been named to the CNBC Digital Financial Advisor Council, an elite group of wealth managers and financial experts from across the country, hand-picked to add insight to the network’s news coverage.
The council is composed of 20 industry leaders who assist CNBC, a trusted source of financial and business news, by helping its audience better understand investment terms and strategies. Formed more than a year ago, the council’s members share their diverse experience and insight through relevant columns on CNBC.com and on-air appearances on CNBC.
“I am honored to join the council and look forward to sharing my wealth management expertise and knowledge with CNBC and its audience,” said Rawdin, who is an attorney, an accountant and a certified financial planner. “The constant flow of financial news can be overwhelming for investors trying to make the right decisions for their future. As a part of this group of industry leaders, I hope to lend a clear and knowledgeable voice to the conversation.”
Since its creation more than a year ago, the Digital Financial Advisors Council has become increasingly popular among CNBC’s audience.
“Just this past December, monthly visitors to our financial advisors hub grew by 40 percent compared to the same time period last year,” said Jim Pavia, senior editor at large at CNBC Digital. “The demand for quality, long-term investment information is very high. We are proud to welcome Grant and the other new members to our esteemed Financial Advisor Council so we can continue to help our audience better navigate the multitude of complex investment options and strategies available to them.”
In addition to serving on the CNBC Digital Financial Advisor Council, Rawdin is a member of the Fidelity Institutional Wealth Services Advisor Council and has served on the Charles Schwab and Co., Inc. Institutional Advisory Board. He has been awarded accolades as a top financial advisor in the United States by Barron’s (#22), CNBC (#3), Worth and numerous other media.
About Wescott Financial Advisory Group LLC
Founded in 1987, Wescott Financial Advisory Group LLC is an SEC-registered, fee-only investment advisory and wealth management firm. Wescott’s clients are high-net-worth individuals, families, trusts, foundations, pension plans and institutions who have entrusted the firm to manage more than $2 billion of their assets. The firm’s investment philosophy is a uniquely disciplined, tax-sensitive and opportunistic “open architecture, multi-manager (passive and active management)” approach that has been maintained for more than 25 years. This approach allows Wescott to control risk while creating portfolios with a combination of complementary styles, diversifications and enhanced returns. Wescott is rated one of the top wealth management firms in the United States. The firm is ranked third nationally on CNBC’s list of Top 100 Wealth Management Firms, is positioned in the top 25 nationally by Barron’s, and its Investment Research Group was named one of the top five investment research teams in the country by Financial Advisor magazine. With offices in Philadelphia, Boca Raton, Miami and San Francisco, Wescott’s mission is “Achieving Client Goals.” For additional information, visit wescott.com.
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