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Awma Philip Pascarella Cdfa Crps Ppc

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Awma Philip Pascarella Cdfa Crps Ppc

Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC® | Benjamin F. Edwards

Morristown, New Jersey, United States

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Awma Philip Pascarella Cdfa Crps Ppc

Summary

Philip Pascarella is a seasoned Financial Advisor and Managing Director of Investments at Benjamin F. Edwards & Co., bringing over a decade of experience in financial advisory and wealth management. He specializes in a wide array of financial services including retirement planning, estate preservation, and strategic business planning. Philip is distinguished by his multiple certifications, including AWMA®, CDFA®, CRPS®, and PPC®, which showcase his commitment to professional development and excellence in financial services. His educational background includes a Bachelor of Arts in English and various financial planning designations. Philip's career reflects a strong focus on client-centered financial strategies, and he is well-versed in navigating complex financial landscapes. Residing in Morristown, New Jersey, he has a keen interest in helping clients achieve their long-term financial goals. Outside of work, Philip is likely to engage in community initiatives, reflecting his dedication to service beyond financial advising.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Emerging Technologies

Sustainability

Organisational experience

Corporate Experience

Consulting Experience

Awma Philip Pascarella Cdfa Crps Ppc

Work Experience

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Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC® at

Benjamin F. Edwards

July 2013 - Present

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Financial Advisor at

Wells Fargo & Company

July 2007 - July 2013

Awma Philip Pascarella Cdfa Crps Ppc

Education

Kean University, Bachelor Of Arts (B.A.)

January 1990 - January 1994

County College of Morris, Associates

January 1989 - January 1990

University of Bridgeport

January 1987 - January 1988

Ridge highschool, Highschool Diploma

January 1983 - January 1987

College for Financial Planning, Chartered Retirement Plans Specialist Designation

Professional School of Business, Life, Health, Property & Casualty Insurance Licensed

Robert Morris University, Financial Service Standard / Professional Plan Consultant Designation

Frequently Asked Questions about Awma Philip Pascarella Cdfa Crps Ppc

What is Awma Philip Pascarella Cdfa Crps Ppc email address?

Awma Philip Pascarella Cdfa Crps Ppc's primary email address is ********@benjaminfedwards.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Awma Philip Pascarella Cdfa Crps Ppc work for?

Awma Philip Pascarella Cdfa Crps Ppc is a Financial Advisor Managing Director - Investments, AWMA®,CDFA®, CRPS®, PPC® at Benjamin F. Edwards, a company specializing in Functions related to depository banking.

Where Awma Philip Pascarella Cdfa Crps Ppc graduated from?

Awma Philip Pascarella Cdfa Crps Ppc holds a degree in English Emphasis from Kean University.

How can I directly contact Awma Philip Pascarella Cdfa Crps Ppc?

To contact Awma Philip Pascarella Cdfa Crps Ppc directly, you can use the email address ********@benjaminfedwards.com. Complete contact information is available upon registration with Muraena.

Who is Awma Philip Pascarella Cdfa Crps Ppc?

Philip Pascarella is a seasoned Financial Advisor and Managing Director of Investments at Benjamin F. Edwards & Co., bringing over a decade of experience in financial advisory and wealth management. He specializes in a wide array of financial services including retirement planning, estate preservation, and strategic business planning. Philip is distinguished by his multiple certifications, including AWMA®, CDFA®, CRPS®, and PPC®, which showcase his commitment to professional development and excellence in financial services. His educational background includes a Bachelor of Arts in English and various financial planning designations. Philip's career reflects a strong focus on client-centered financial strategies, and he is well-versed in navigating complex financial landscapes. Residing in Morristown, New Jersey, he has a keen interest in helping clients achieve their long-term financial goals. Outside of work, Philip is likely to engage in community initiatives, reflecting his dedication to service beyond financial advising.

Awma`s contact details

mail

********@benjaminfedwards.com

Colleagues

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Nick Barlotta

Branch Manager, Senior Vice President - Investments

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Nicole Avery-Young

Branch Relationship Administrator - Associate Vice President

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Steven Perry

Financial Consultant/ Branch Manager/Senior Vice President Investments

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Steven Phillips

Managing Director - Investments

Cfp Peter Tampellini

Senior Vice President - Investments

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Aimee Helms

Vice President, Financial Advisor at Benjamin F Edwards & Co

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Alana Seamon

Associate Vice President - Internal Branch Development Coordinator

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Andee Shenocca

Managing Director-Investments

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Cfp Andrew Benton Ii Cima

Managing Director – Investments, Financial Advisor

Frances Williams

Vice President Investments, Co-Branch Manager

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