EisnerAmper Wealth Management & Corporate Benefits Names Scott Pellegrino COO of Wealth Management Division
July 18, 2018
EisnerAmper Wealth Management & Corporate Benefits (EAWMCB) is pleased to welcome Scott Pellegrino as the Chief Operating Officer of its Wealth Management division. Scott’s responsibilities include managing the day-to-day operations, financial planning process, service model, end-to-end client experience and regulatory compliance. Scott is also responsible for managing unit profitability, including expense planning and budgeting, and advisor acquisitions.
During the course of a 27-year tenure at Merrill Lynch, he has held leadership positions in operations and retail, such as Investment Associate, Operations & Client Relationship Manager, Compliance, Supervision and Business Manager—where he was a senior member of a management team that supported more than 150 financial advisors and generated $140 million in revenue. Most recently, Scott directed a team of 60 managers responsible for overseeing the Consumer Banking and Merrill Edge channel along with 2,200 financial advisors located throughout the country.
“Scott’s background in planning, investments and insurance provides the operational experience to ensure our advisors have the support and tools they need to consistently deliver superior client service,” said Marc Scudillo, Managing Officer of the Wealth Management practice. “Scott will help underscore our unique position as a holistic financial planning firm in an evolving marketplace and regulatory environment.”
Scott holds FINRA Series 7, 66, 9, 10 and 24 registrations along with New Jersey Life & Health insurance licenses. The Bridgewater resident has also served as an arbitrator for the Financial Industry Regulatory Authority dispute resolution process since 2004.