Wilmington Resident Named to FPA Board
Wescott Financial Advisory Group, an SEC-registered wealth management firm serving high-net-worth individuals and institutions, is pleased to announce that Principal and Senior Financial Advisor, Catherine M. Seeber, CFP®, has been elected to the board of directors for the Financial Planning Association®. She will serve a three-year term beginning January 1, 2015.
In her role, Seeber is responsible for helping to set the vision and strategic direction for the association, using FPA’s core beliefs as the key filters for making decisions in a fiduciary capacity on behalf of members and constituents.
Seeber has served on several national committees and task forces for the FPA and as Past Chair of the FPA’s Philadelphia/Tri-State chapter. She currently serves as the Chair of the Alliance Forum, a group composed of the 12 largest national chapters of the FPA; and chairs both the P Kemp Fain, Jr. Award and the Heart of Financial Planning Award. In addition, she is a member of the FPA’s Continuing Education Quality & Best Practices Commission Task Force as well as its Media Response Team.
At Wescott, Seeber’s expertise is in comprehensive financial planning, and investment and portfolio analysis and management. She has a special concentration in issues concerning individuals in transition as a result of divorce, widowhood, retirement, inherited wealth or a large cash settlement. Her long-term experience working with clients facing life-altering events brings a unique perspective and a commitment to positive action.
Seeber, a Certified Financial Planner® and registered trust representative, has received the Five Star Wealth Manager award of distinction from Philadelphia Magazine annually since its inception in 2009 and is a member of the National Association of Personal Financial Advisors.
She received her bachelor’s degree, cum laude, from Goldey-Beacom College.
Wescott is one of the nation’s largest registered independent advisors with more than 400 clients and over $2 billion in assets under management. The firm is managed from offices in Philadelphia, PA; Boca Raton and Miami, Florida; and San Francisco, CA.
About Wescott Financial Advisory Group
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 over 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 investment 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, please visit wescott.com.
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