RIA Edge Podcast: Wescott’s Commitment to Community, Client Retention with Grant Rawdin
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Mar 11, 2025
37:06
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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 …
RIA Edge