Stephanie James (CFP®, MBA)

Stephanie James focuses in the
following client markets or areas of practice:

High Net Worth Client Needs

Planning Specialties

Stephanie Curtis 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.

Additional Information

Wescott has been helping our clients manage their affairs for over 25 years by integrating their financial and life goals with prudent planning and investment guidance. In concert with our philosophy of managing in a risk-reducing manner, our success is directly attributable to the dedication of our skills, values, discipline and resources to each of our clients. Wescott Financial Advisory Group LLC requires a minimum account size of $2,000,000.