• RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

  • Mar 11 2025
  • Duración: 37 m
  • Podcast

RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin

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  • Resumen

  • In this episode of the RIA Edge Podcast, host David Armstrong interviews Grant Rawdin, founder and CEO of Wescott Financial Advisory Group, which manages $4 billion in AUM. Grant shares the story of founding his firm in 1987 as an offshoot of a law firm, his passion for client advocacy, and how the firm grew …

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