Scott Pellegrino

Scott PellegrinoDirector of Operations and Technology

Scott Pellegrino

Scott manages Indivisible Partners’ day-to-day operations and service, continually seeking to improve efficiency and service standards to deliver an exceptional wealth planning experience for advisors and clients. He also supports our CTO to evaluate and implement technology solutions that align with business objectives, improve operational efficiency, and enhance the client/advisor experience.

Scott brings us 35 years of wealth management experience in both wire-house and independent channels. Prior to joining the firm, he served as Chief Operating Officer at a large independent advisory firm, where he played a pivotal role in enhancing the financial planning experience for both advisors and clients, optimizing internal workflows and helping to build a strong corporate culture and team of professionals. As Director of Supervision for Consumer Banking & Merrill Edge, Scott played a key role in the early design and build-out of the supervision model, managing a nationwide team of 60 administrative managers, ensuring regulatory compliance, and supporting approximately 2,200 financial solution advisors across the firm’s financial centers. Additionally, Scott has been a member of the FINRA Dispute Resolution Board of Arbitrators since 2004.

Serving in various branch leadership roles at Merrill Lynch over a 27-year tenure, Scott provided essential support to advisor teams over a broad field of knowledge, including business development, operations, service, and compliance. With an entire career spent in our industry, he comes to Indivisible Partners with deep expertise and a steady passion for transforming and supporting the client/advisor experience.

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