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Phillip Scavo, Cfp®, Mba Email & Phone Number

Manager, Wealth Planning at Parallel Advisors, LLC
Location: Phoenix, Arizona, United States 6 work roles 2 schools
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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

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Quick answer

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

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Parallel Advisors, LLC

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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

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Parallel Advisors, LLC
Parallel Advisors, Llc
Manager, Wealth Planning
Phoenix, AZ, US
Website
paralleladvisors.com
Employees
130
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6 roles

Phillip Scavo, Cfp®, Mba work experience

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

Vice President, Financial Consultant

Current
Charles Schwab

Westlake, Texas, US

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

Nov 2021 - Present

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 →

MC Matt Clements Matt Clements Colleague at Parallel Advisors, Llc San Francisco, California, United States, United States View → SS Sarah Schreiber, Cisp Sarah Schreiber, Cisp Colleague at Parallel Advisors, Llc Scottsdale, Arizona, United States, United States View → RH Rob Henrich, Cfa, Cfp Rob Henrich, Cfa, Cfp Colleague at Parallel Advisors, Llc Dayton, Ohio, United States, United States View → DD Daniel D'Orazio Daniel D'Orazio Colleague at Parallel Advisors, Llc San Francisco Bay Area, United States View → LW Lia Whisler Seara, Cfp®, Cdfa®, Aif® Lia Whisler Seara, Cfp®, Cdfa®, Aif® Colleague at Parallel Advisors, Llc San Francisco Bay Area, United States View → RB Reggie Baggao Reggie Baggao Colleague at Parallel Advisors, Llc San Francisco, California, United States, United States View → RK Roy Kissin Roy Kissin Colleague at Parallel Advisors, Llc San Francisco Bay Area, United States View → BH Bob Higgins Bob Higgins Colleague at Parallel Advisors, Llc San Francisco, California, United States, United States View → KW Kevin Williamson Kevin Williamson Colleague at Parallel Advisors, Llc Scottsdale, Arizona, United States, United States View → SM Salil Mehta Salil Mehta Colleague at Parallel Advisors, Llc Phoenix, Arizona, United States, 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 Matt Clements, Sarah Schreiber, Cisp, Rob Henrich, Cfa, Cfp, Daniel D'Orazio, and Lia Whisler Seara, Cfp®, Cdfa®, Aif®.

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.

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