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Meet the Expert

Scott Levin, J.D., LL.M, MBA, CFP®, ChFC®, CAP®, MCEP® | Estate Planning Expert, Wescott Financial Advisory Group
Scott Levin

Scott Levin is a Financial Advisor, Senior Estate Planning Specialist with Wescott and is responsible for the preparation and the ongoing management of clients’ financial plans, annual financial updates and charitable and estate planning reviews, recommendations and implementation.  Committed to designing optimal paths for his clients to live their ideal lives, Scott’s expertise focuses on multi-faceted, comprehensive charitable and estate planning, along with additional financial and retirement matters.

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