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Scott

Morrello

CFP®, ChFC®

picture of a planner

Here to act in your best interests

About me

My passion for financial planning stems from a deep belief that every American deserves access to objective financial advice. I am dedicated to understanding my clients so that, together, we can build an actionable plan to achieve their goals, addressing both the quantitative and qualitative aspects of their financial lives. I love spending quality time with my wife and son, specifically when we’re hiking, biking, or skiing. Additionally, I volunteer locally to help increase the financial literacy of future generations.

Certifications

CERTIFIED FINANCIAL PLANNERâ„¢

Chartered Financial Consultant®

Education

Bachelor of Business Administration, Finance - James Madison University

Visit one of our Locations

Washington DC II - Alexandria (North)

1800 Diagonal Road

Suite 480

Alexandria, VA 22314

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