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.
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