Lydia Carreiro Sheckels

Directeur en chef des Investissements chez Wescott Financial Advisory Group LLC

Profil

Ms. Lydia C.
Sheckels is a Partner, Chief Investment Officer Emeritus & Senior Financial Advisor at Wescott Financial Advisory Group LLC.
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.
Ms. Sheckels serves on the firm’s Portfolio Strategy Group, which oversees the firm’s dynamic investment strategies, ongoing due diligence of Wescott’s investment managers and asset allocation design.
She is also a member of the Investment and Management Committees.
Ms. Sheckels was a recipient of the Five Star Wealth Manager of Philadelphia distinction from Philadelphia Magazine, she has been a featured speaker at many professional and civic organizations on a number of topics.
Her advice has been regularly featured in The Wall Street Journal, The New York Times, USA Today, Reuters, Financial Planning Magazine, Financial Advisor, Mutual Fund Magazine, Investment News, CNNfn, thewhiz.com, Fidelity.com, Society of Financial Service Professionals’ Focus Magazine, Bloomberg Wealth Manager, The Philadelphia Inquirer and many other national and local publications.
Ms. Sheckels served as a member of the Financial Planning Association’s (FPA) National Ethics Committee, charged with investigating complaints and enforcing the FPA Code of Ethics.
She also served on the Practitioner Advisory Council and the Public Awareness Advisers of the International Association for Financial Planning.
She earned her bachelor’s degree in English from Providence College.
She is a Certified Financial Planner™, Chartered Life Underwriter and Chartered Financial Consultant.

Postes actifs de Lydia Carreiro Sheckels

Sociétés	Poste	Début
Wescott Financial Advisory Group LLC	Directeur en chef des Investissements	01/09/1991

Formation de Lydia Carreiro Sheckels

Providence College

Undergraduate Degree