Karen B. McIntyre, CFP®

Karen McIntyre, a CERTIFIED FINANCIAL PLANNER® professional, is a Partner, Senior Financial Adviser and Business Development Officer with Wescott, where she specializes in providing holistic wealth planning to executives, professionals and small-business owners, as well as clients who are newly widowed or divorced.

She is well versed in complex income tax implications of executive compensation plans. Focusing on affluent families who are seeking to avoid blind spots and maximize resources for future generations, Karen also plays an integral role in the firm's strategic growth strategy.

Passionate about the profession, she is a National Association of Personal Financial Advisors (NAPFA)-Registered Financial Adviser and served as a NAPFA board member for the Northeast Mid-Atlantic Region. Karen is a respected resource for journalists reporting on a variety of financial planning topics and is often quoted in national and industry media.

She holds a bachelor's degree in counseling psychology from Ithaca College and is a registered trust representative.

Karen resides in the Greater Philadelphia area.

Website: wescott.com