Karen Beth McIntyre

Membre du Comité d'Investissement chez Wescott Financial Advisory Group LLC

Profil

Ms. Karen B. McIntyre is a Partner, Senior Financial Advisor & Business Development Officer at Wescott Financial Advisory Group LLC.
She provides financial planning, wealth management advice and services to the family of clients.
Ms. McIntyre specializes in working with executives, professionals and small business owners, as well as clients who are newly widowed or divorced.
She is well versed in the income tax implications of executive compensation plans.
Working with Wescott’s leadership and other professionals, she is also responsible for cultivating new client business and is a member of the firm’s Sales and Marketing Committees.
She also 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 has over 25 years of experience in the financial services industry counseling wealthy families.
Prior to joining Wescott, she served as a wealth advisor at a large national financial planning firm, where she focused on working with women in transition and upper level pharmaceutical executives.
Ms. McIntyre served as a board member of the organization’s Northeast MidAtlantic Region board.
She was also a virtual study group coordinator, a member of the Regional Conference Planning Committee and a volunteer with the NAPFA Money Bus, a traveling tour that helps educate consumers on the need to reduce personal debt while increasing savings.
She received her bachelor’s degree in counseling psychology from Ithaca College, and is a registered trust representative and a Certified Financial Planner™.

Postes actifs de Karen Beth McIntyre

Sociétés	Poste	Début
Wescott Financial Advisory Group LLC	Membre du Comité d'Investissement	01/02/2013