Makaila Scarcelle in

Makaila Scarcelle

Family Wealth Advisor Associate at MtM Financial Group
📍 Allentown, Pennsylvania, United States

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.

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Experience
1 Years
Current Role
Family Wealth Advisor Associate
Location
Allentown, Pennsylvania, United States
Personality Overview
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Priorities

Topics Makaila cares 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.
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Career

Work history

9-2025
Family Wealth Advisor Associate
MtM Financial Group
In the press

Media appearances

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Education
2021 - 2024
Education details unavailable
West Chester University of Pennsylvania
Social presence
in

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