Team

As a team we are invested in the financial future of each of our clients and are committed to helping our clients lead the lives that they envision.

To help achieve valuable results for our clients, we are innovative and creative in our planning and investment process, challenging the conventional methodologies used by many advisors and planners. Our clients benefit from our team approach, which allows our individual team members to focus on the areas where they have the most skill and passion, while working together to provide a consistent level of service and support.

Glenn P. Scharf

Certified Financial Fiduciary®, CEO

941-960-2829

800-693-7900

[email protected]

Glenn is a Certified Financial Fiduciary® specializing in helping individuals improve their net worth. He is passionate about helping his clients understand and realize their financial goals especially as it relates to their retirement.

Edward D. Di Pietro

Certified Financial Fiduciary®, Senior Vice President

(610) 406-6105

610-552-6109

[email protected]

Edward DiPietro is a Certified Financial Fiduciary® responsible for the development, implementation and maintenance of investment portfolios, along with strategic planning with and for clients and prospective clients.

Ethan Quirin

Wealth Strategist

610-552-6105

610-552-6109

[email protected]

Ethan offers his clients informed advice, using his extensive educational background in collaboration with the Scharf Group team, to help create a direction for their financial futures. Ethan is an advocate for the safety of one's...

Kevin J. Murphy, CRPC ®

Wealth Strategist

610-688-7821

610-628-4304

[email protected]

Kevin helps his clients develop and implement personalized strategies to provide income in retirement, assists in investing to offset the expense of college education and provides insight into all aspects of an individual's financial...

Caroline Ellis Grammatica

Administrative Assistant

941-706-2028

800-693-7900

[email protected]

Caroline's industry experience combined with her positive approach to life adds to her success on the Scharf Group team as she supports our clients, prospective clients and advisors.

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