AeroLeads people directory · profile

Phillip Scavo, Cfp®, Mba Email & Phone Number

Manager, Wealth Planning at Parallel Advisors, LLC
Location: Phoenix, Arizona, United States 6 work roles 2 schools
LinkedIn matched
✓ Verified July 2026 3 data sources Profile completeness 100%

Contact Signals

LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Parallel Advisors, LLC
Role
Manager, Wealth Planning
Location
Phoenix, Arizona, United States
Company size
130 employees

Who is Phillip Scavo, Cfp®, Mba? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Phillip Scavo, Cfp®, Mba is listed as Manager, Wealth Planning at Parallel Advisors, LLC, a with 130 employees, based in Phoenix, Arizona, United States. AeroLeads shows a matched LinkedIn profile for Phillip Scavo, Cfp®, Mba.

Phillip Scavo, Cfp®, Mba previously worked as Vice President, Financial Consultant at Charles Schwab and Financial Advisor at Morgan Stanley. Phillip Scavo, Cfp®, Mba holds Master Of Business Administration - Mba, Applied Management from Northern Arizona University.

Company email context

Email format at Parallel Advisors, LLC

This section adds company-level context without repeating Phillip Scavo, Cfp®, Mba's masked contact details.

Parallel Advisors, LLC

Review company-level records connected to Phillip Scavo, Cfp®, Mba before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Phillip Scavo, Cfp®, Mba

Financial Advisor. MBA - Applied Management. Former entrepreneur and United States Marine.

Listed skills include Firearms, Firearms Instruction, Gunsmithing, Tactical Operations, and 13 others.

Current workplace

Phillip Scavo, Cfp®, Mba's current company

Company context helps verify the profile and gives searchers a useful next step.

Parallel Advisors, LLC
Parallel Advisors, Llc
Manager, Wealth Planning
Phoenix, AZ, US
Website
paralleladvisors.com
Employees
130
AeroLeads page
Company profile
View company profile Email format
6 roles

Phillip Scavo, Cfp®, Mba work experience

A career timeline built from the work history available for this profile.

Vice President, Financial Consultant

Charles Schwab

Westlake, Texas, Us

VP, Consultant at Schwab National Branch services clients in Southern California.

Financial Advisor

Morgan Stanley

New York, Ny, Us

Nov 2020 - Nov 2021

Financial Advisor

Equitable

New York, Ny, Us

Mar 2020 - Oct 2020

Account Executive

Countrywide Mortgage
Mar 2007 - Dec 2007
Team & coworkers

Colleagues at Parallel Advisors, LLC

Other employees you can reach at paralleladvisors.com. View company contacts for 130 employees →

JS John Stull John Stull Colleague at Parallel Advisors, LlcPhoenix, Arizona, United States View → JR Jason Richards, Cfa Jason Richards, Cfa Colleague at Parallel Advisors, LlcScottsdale, Arizona, United States View → KS Kameron Smith, Cfp® Kameron Smith, Cfp® Colleague at Parallel Advisors, LlcTroy, Ohio, United States View → JS Joan Schriger Joan Schriger Colleague at Parallel Advisors, LlcAlameda, California, United States View → AO Aduor O. Aduor O. Colleague at Parallel Advisors, LlcGarland, Texas, United States View → SC Sharon Cohen Sharon Cohen Colleague at Parallel Advisors, LlcScottsdale, Arizona, United States View → MP Mariya Pioszak, Cpa Mariya Pioszak, Cpa Colleague at Parallel Advisors, LlcDenver Metropolitan Area, United States View → SS Shannon Stone, Cfp®, Ricp®, Cdfa® Shannon Stone, Cfp®, Ricp®, Cdfa® Colleague at Parallel Advisors, LlcSan Francisco Bay Area, United States View → WC William Clements William Clements Colleague at Parallel Advisors, LlcSan Francisco, California, United States View → AM Alex Morrow Alex Morrow Colleague at Parallel Advisors, LlcFort Collins, Colorado, United States View →
2 education records

Phillip Scavo, Cfp®, Mba education

Master Of Business Administration - Mba, Applied Management

Northern Arizona University

Bachelor Of Science (B.S.), Political Science

Northern Arizona University
FAQ

Frequently asked questions about Phillip Scavo, Cfp®, Mba

Quick answers generated from the profile data available on this page.

What company does Phillip Scavo, Cfp®, Mba work for?

Phillip Scavo, Cfp®, Mba works for Parallel Advisors, LLC.

What is Phillip Scavo, Cfp®, Mba's role at Parallel Advisors, LLC?

Phillip Scavo, Cfp®, Mba is listed as Manager, Wealth Planning at Parallel Advisors, LLC.

Where is Phillip Scavo, Cfp®, Mba based?

Phillip Scavo, Cfp®, Mba is based in Phoenix, Arizona, United States while working with Parallel Advisors, LLC.

What companies has Phillip Scavo, Cfp®, Mba worked for?

Phillip Scavo, Cfp®, Mba has worked for Parallel Advisors, Llc, Charles Schwab, Morgan Stanley, Equitable, and United States Marine Corps.

Who are Phillip Scavo, Cfp®, Mba's colleagues at Parallel Advisors, LLC?

Phillip Scavo, Cfp®, Mba's colleagues at Parallel Advisors, LLC include John Stull, Jason Richards, Cfa, Kameron Smith, Cfp®, Joan Schriger, and Aduor O..

How can I contact Phillip Scavo, Cfp®, Mba?

You can use AeroLeads to view verified contact signals for Phillip Scavo, Cfp®, Mba at Parallel Advisors, LLC, including work email, phone, and LinkedIn data when available.

What schools did Phillip Scavo, Cfp®, Mba attend?

Phillip Scavo, Cfp®, Mba holds Master Of Business Administration - Mba, Applied Management from Northern Arizona University.

What skills is Phillip Scavo, Cfp®, Mba known for?

Phillip Scavo, Cfp®, Mba is listed with skills including Firearms, Firearms Instruction, Gunsmithing, Tactical Operations, New Business Development, Business Strategy, Business Development, and Small Business.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.