Request ContactReady to discuss your financial future?

Phil_PascarellaPhilip Pascarella, CRPS®
Associate Vice President – Investments

LinkedInPhone NumberEmailLocation

bfe_logo_advisor

67 Park Place East
Suite 850
Morristown, NJ 07960
MAP

Phone: 973-254-5880
Toll Free: 855-330-5880
philip.pascarella@nullbenjaminfedwards.com

My Professional Approach

My process starts with our initial meeting where we will engage in a detailed discussion concerning your goals and objectives to gain an understanding of where you stand financially, and where you want to be in the future.

From there, we’ll work together to craft a plan designed specifically to help you achieve your financial goals. We’ll also check in from time-to-time to see how you’re doing and make any adjustments necessary.

My Background

Drawn by their client-first service approach to financial services, I joined Benjamin F. Edwards & Co. in 2013 as a financial advisor and facilitated the opening of our Morristown, NJ, office. I began my financial services career in 1989 when I joined A.G. Edwards & Sons, Inc.

My father, Charles A. Pascarella, branch manager at Benjamin F. Edwards & Co., formed Pascarella Wealth Management in 1993, and in 2007 I joined the growing wealth management team. At Benjamin F. Edwards & Co., our clients know that we’re fully invested in their financial future—we are just another family member that will be there for you and the next generation.

Outside of work, I like to spend time with my family and sons, Anthony and Matthew. I also enjoy music, theatre, and travel.

Areas of Concentration

  • Advisory Portfolios
  • Asset Allocation
  • Education Planning Strategies
  • Estate Planning Strategies
  • Exit Strategies for Business Owners
  • Financial Planning Strategies
  • Investment Strategies
  • Retirement Planning Strategies
  • Wealth Management

Education and Credentials

  • Kean College, Bachelor of Arts degree
  • CHARTERED RETIREMENT PLANNING SPECIALISTSM (CRPS®), 2006

What is a CRPS®? A CHARTERED RETIREMENT PLANNING SPECIALISTSM, or CRPS®, certification from the College for Financial Planning indicates that the holder has completed a rigorous course of study that addresses design, installation, maintenance and administration of retirement plans. Individuals must pass an end-of-course examination that tests their ability to synthesize complex concepts and apply theoretical concepts to real-life situations. Additionally, individuals must agree to adhere to standards of professional conduct, and are subject to a disciplinary process.