PHILADELPHIA, October 6, 2015 – Lydia Sheckels, executive vice president and chief investment officer at Wescott Financial Advisory Group, a wealth management firm headquartered in Philadelphia with more than $2 billion in assets under management, has been selected as the president of the Northeast/Mid-Atlantic Region Board of the National Association of Personal Financial Advisors (NAPFA) for the 2015-16 term.
Sheckels, who has worked as a financial advisor for 32 years, the last 24 of which have been at Wescott, served as the board’s treasurer for the previous year. As president, she will be responsible for guiding the board in setting and achieving its initiatives and representing the Northeast/Mid-Atlantic region within the national organization.
“I am honored to serve in this leadership position at NAPFA, the only organization of fee-only advisors committed to putting the interests of the clients first,” Sheckels said.
At Wescott, Sheckels is responsible for managing the firm’s due diligence initiatives and investment market research. She leads Wescott’s Investment Research Group, which was named one of the top five research teams in the country in 2013 by Financial Advisor magazine. She is chair of the firm’s Portfolio Strategy Group, co-chair of the Investment Committee and is a member of the Management and Marketing Committees.
A Certified Financial Planner™, Chartered Life Underwriter and Chartered Financial Consultant, Sheckels is active with NAPFA far beyond her duties as board president of the Northeast/Mid-Atlantic region. She is a member of the National Leadership Development Committee, has served on the NAPFA University School of Practice Management, and was a member of the organization’s Speakers Bureau Content Review Committee.
“My experience at Wescott will allow me to bring to NAPFA the perspective of a larger firm that strives to be a leader and a trendsetter,” Sheckels said. “I plan to bring that insight to the organization to assist in its important work of promoting the professional success of fee-only, comprehensive financial advisors.”
About Wescott Financial Advisory Group LLC
Wescott Financial Advisory Group LLC is a relationship-driven, empathetic, independent wealth management firm committed to providing individuals and institutions with unmatched proficiency and multi-disciplined expertise to achieve their goals. The firm’s diverse team members are experts in investments, law, accounting and business, and hold a wide range of industry-acclaimed credentials that enable them to offer thoughtful and personal advice to their clients. With more than $2 billion in assets under management, Wescott is one of the top wealth management firms in the nation, as ranked by Barron’s, Forbes, CNBC and Financial Advisor magazine. Wescott is also proud to be named a Best Place to Work by the Philadelphia and South Florida Business Journals. Founded in 1987, Wescott has offices in Philadelphia, Boca Raton, Miami and San Francisco. For more information, visit wescott.com and follow them on Twitter at @WescottFin.
The National Association of Personal Financial Advisors (NAPFA) is the country’s leading professional association of fee-only financial advisors — highly trained professionals who are committed to working in the best interests of those they serve. Founded in 1983, NAPFA has developed high standards in the field. Each advisor must sign and renew a fiduciary oath yearly and subscribe to the NAPFA Code of Ethics.
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