- Fee-Only Financial Planning
- Financial Review
- Hourly Fee Consultations
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Services
- College Education Planning
- 401(k) and IRAs
- Business Planning
- Employee Benefits
Philadelphia, PA 19103
Stephanie James is a NAPFA-Registered Financial Advisor.
NAPFA is the country's leading association of Fee Only Financial Planners.
What is "Fee Only Financial Planning," and why is it important?
Stephanie James is a Financial Advisor with Wescott and is responsible for the preparation and ongoing management of clients' financial plans and investment portfolio reviews, recommendations and implementation. She is a member of Wescott's Investment Committee, which is responsible for the firm’s asset allocation models and investment strategies. Stephanie is responsible for managing Wescott's Associate Advisor Program, mentoring and supervising assistant and associate advisors through the early stages of their careers at the firm. She also serves on the firm’s Portfolio Strategy Group, which oversees the ongoing due diligence and evaluation of Wescott’s investment managers and strategies.
Stephanie is a member of the Financial Planning Association and the National Association of Personal Financial Advisors (NAPFA), and is a Certified Financial Planner™. In 2013, she established and led the NAPFA Genesis Conference and CFP Scholarship Committee, creating the process, criteria and application requirements, and was also responsible to choose scholarship recipients throughout the year. She also serves on the TD Ameritrade Institutional NextGen Scholarship and Grant Committees, assisting in the review of applications and selection of candidates for annual awards. Stephanie is also the chair of the Young Professional Board for The Center for Grieving Children and a recipient of the 2016 Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine.
Stephanie received a bachelor’s degree in business administration from Saint Joseph's University and a master's degree in business administration from Villanova University. She is a member of the Philadelphia Reads program at Wescott.
Stephanie resides in Springfield, Pennsylvania with her husband, Mike.