Lydia Sheckels (BA, CFP®, ChFC®, CLU)

Lydia Sheckels focuses in the
following client markets or areas of practice:

  • Estate & Generational Planning Issues
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Lydia Sheckels is Chief Investment Officer Emeritus and Senior Financial Advsior of Wescott.  With a professional background in financial planning and investment management, she practices in the areas of insurance analysis and planning, tax and cash flow management, and estate planning.  She is a Certified Financial Planner™, Chartered Life Underwriter and Chartered Financial Consultant.

 

Additional Information

Wescott has been helping our clients manage their affairs for over 30 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.

NAPFA Start Date

February 18, 1993

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This Office

200 S. Biscayne Blvd. Suite 3400 Miami, FL 33131-5323 Phone: (305) 960-2350

Other Offices

30 S 17th St Fl 4 Philadelphia, PA 19103-4011 Phone: (215) 979-1600 Fax: (215) 979-1622