Press Release
Peter Raimondi to Join Wescott in Palm Beach Gardens
PALM BEACH GARDENS, FLA., April 13, 2007 - Wescott Financial Advisory Group is pleased to welcome Peter Raimondi, former CEO and founder of the Boston-based firm The Colony Group, as Managing Partner in Wescott's newly opened Palm Beach Gardens office.
Wescott has had an ongoing South Florida office presence since 1998.
Peter joins Wescott, headed by founding partner Grant Rawdin, with extensive experience in investment and wealth management services. His focus will continue to be in the areas of financial counseling, tax, cash flow, retirement planning, insurance and estate planning, portfolio analysis, and investment policy development. Peter will also be responsible for the development and management of Wescott's entire Florida operations as well as the ongoing management of client financial plans and investment portfolios. He is an active member of the Registered Investment Advisory Council of Fidelity Investment Company and the Dean's Advisory Board at Boston University.
"Peter reinforces the excellence in client service throughout Florida that Wescott has been known for nationwide," said Rawdin. "Like the rest of us at Wescott, he stands for financial stability and sound investment counseling. We are thrilled to gain Peter as a member of our team and look forward to his significant contributions to the growth of our company."
A full-time wealth management and investment counselor since 1983, Peter is a 1983 graduate of Boston University School of Law and a graduate of Boston University.
Wescott was founded by law firm Duane Morris LLP and Grant Rawdin, Esq., in 1987. Duane Morris, one of the 100 largest law firms in the United States with 20 offices worldwide, remains a current and important shareholder in Wescott Financial.
Staffed by an interdisciplinary team of highly experienced professionals, Wescott brings substantive backgrounds and deep resources to all of its clients' wealth management needs. Wescott does not sell or promote any investment or insurance product, but rather advises clients on investments, wealth creation and preservation strategies most appropriate for their unique situations.
Wescott's Wealth Management Program combines ongoing financial planning with comprehensive asset management. Wescott's clients engage it to coordinate the selection of investment managers in various asset classes and disciplines to achieve efficient high-performing portfolios while being sensitive to each client's risk tolerance, income and liquidity needs.
