Philadelphia Estate Planning Council

Philadelphia Estate Planning Council

Philadelphia Estate Planning Council

Date Founded



PO BOX 579, MOORESTOWN, NJ, 080570579

Charitable Causes

Mutual Benefit Organizations


Other Business & Consulting Services

Company Description

Philadelphia Estate Planning Council is a highly recognized interdisciplinary organization for professionals involved in estate planning, providing its members with opportunities to enhance their skills and expand their network through programs and interaction.

Executives & Employees
Board of Directors

Business Development Director & Vice President at The Glenmede Trust Co., NA

Partner, Portfolio Manager at Coho Partners Ltd.

Director Planned Giving at The Jewish Federation of Greater Philadelphia

Director & Wealth Planner at The Citibank Private Bank

Attorney at Bala Law Group LLC

Financial Advisor at Abacus Wealth Partners LLC

Chief Planning Officer, Business Owners at Wilmington Trust, NA

Managing Partner & CCO at Stone Pine Financial Partners

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Philadelphia Estate Planning Council
Key Stats and Financials As of 2018
Market Capitalization
Total Enterprise Value
Earnings Per Share
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