Scott
Morrello
CFP®, ChFC®
Here to act in your best interests
About me
I believe that every American deserves access to objective financial advice. I’m passionate about understanding my clients so that together we can build an actionable plan to help achieve their goals. In my spare time, I enjoy spending time with my family, skiing, hiking, biking, and reading. I also volunteer locally to help increase the financial literacy of future generations.
Certifications
CERTIFIED FINANCIAL PLANNER™
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
Working with Us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.
Certain services provided on an educational and guidance basis only.
