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Scott M. Morrello, CFP® ChFC®

Scott M. Morrello, CFP® ChFC®

Financial Consultant

Followers of Scott M. Morrello, CFP® ChFC®1000 followers
location of Scott M. Morrello, CFP® ChFC®Alexandria, Virginia, United States

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  • Timeline

  • About me

    Director, Financial Planning

  • Education

    • James Madison University

      -
      Bachelor of Business Administration (B.B.A.) Finance

    • The American College of Financial Services

      -
      Contemporary Applications in Financial Planning Behavioral Finance

    • New York University

      -
      Certified Financial Planner Education Program

  • Experience

    • VeriTrust

      Jan 2013 - Sept 2014
      Financial Consultant

    • Edelman Financial Engines

      Oct 2014 - now

      • Director, Financial Planning

        Oct 2017 - now

      • Associate Director, Financial Planning

        Mar 2016 - Oct 2017

      • Financial Planning Analyst

        Oct 2014 - Mar 2016

  • Licenses & Certifications

    • VA Life and Annuities and Health

      Virginia Bureau of Insurance

    • Series 6

      Financial Industry Regulatory Authority (FINRA)

    • Series 65

      Financial Industry Regulatory Authority (FINRA)

    • Series 63

      Financial Industry Regulatory Authority (FINRA)

    • Series 7

      Financial Industry Regulatory Authority (FINRA)

    • Chartered Financial Consultant

      The American College of Financial Services
      Jul 2018

    • CERTIFIED FINANCIAL PLANNER ™

      CFP Board
      Jul 2017