Scarlet Filmore, CFP®

Scarlet Filmore, CFP®

Financial Advisor

Phone: 623-975-7589
Fax: 623-975-7590
E-mail:
 

Scarlet Filmore is a Financial Advisor for Monheit Frisch Wealth Management, LLC. She began as a Wealth Management Assistant and has since transitioned to assisting David in the research and planning involved in constructing client portfolios. Scarlet received her CFP (Certified Financial Planner) designation in January 2015.

Scarlet has been in the financial services industry since 2003 taking a few years off to stay at home with her son. Prior to joining Monheit Frisch Wealth Management, LLC she worked in different capacities with both Wachovia Securities and Chase Investments servicing both advisors and their clients. She began her career in the industry working at the branch level with a financial firm affiliated with LPL Financial.

Scarlet graduated from Ohio Dominican University with a Bachelor of International Business. She is a registered representative who has passed the FINRA Series 7 and 66 examinations and holds a Life and Health Insurance license for the state of AZ.

Scarlet enjoys spending time with her husband and son attending festivals and cultural events.

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