Makaila Scarcelle is a Family Wealth Advisor Associate at MtM Financial Group, where she focuses on client relations and advisor support. A graduate of West Chester University with a degree in Sports Medicine, she transitioned from healthcare to finance, driven by a personal interest in long-term financial planning.
Outside of the office, Makaila enjoys an active lifestyle that includes working out and cooking new protein-packed recipes. She also enjoys boating on the lake and recently moved into her first home with her boyfriend, which has been a new adventure.
She recently attended the Advyzon conference, where she was inspired by the human side of financial advising and the power of client storytelling.
Makaila Scarcelle
Family Wealth Advisor Associate at MtM Financial Group
Allentown, Pennsylvania, United States
Overview
Topics They Care About
Client Relationships
Her role centers on creating a welcoming experience, ensuring clients feel heard, supported, and confident in their financial journey at MtM Financial Group.
AI in Financial Advising
Attended the Advyzon conference where a key focus was the growing role of artificial intelligence in the financial advising field.
Health and Fitness
Is a self-described "workout lover" and enjoys cooking and trying new protein-packed recipes to support an active lifestyle.
Media Appearances
Makaila has no verified media appearances
Work History
9-2025
Family Wealth Advisor Associate at MtM Financial Group
Education
2021 - 2024
Education details unavailable from West Chester University of Pennsylvania
More Information
Social Presence :
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Exp : 1
Location : Allentown, Pennsylvania, United States
Job Level : N/A
Designation : Family Wealth Advisor Associate at MtM Financial Group
