DOMINICK SCAVELLI

Dominick helps a select group of individuals and families manage wealth through comprehensive financial planning, strategic portfolio management, tailored lending, and advanced trust, tax and wealth transfer strategies. Dominick holds a particular focus working with entrepreneurs, millennials and corporate executives who rely heavily on his expertise in major liquidity events.
Before joining Morgan Stanley in 2021, Dominick spent over a decade at Merrill Lynch and has been recognized by Forbes as a “Best-In-State” Wealth Advisor (2024 & 2025) and a "Top Next-Gen" Wealth Advisor (2019, 2023, 2024 & 2025) – with his team similarly recognized by Forbes as a "Best in State Wealth Management Team" (2023, 2024 & 2025). Professionally he holds the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., earned his Certified Private Wealth Advisor (CPWA) certification from the Investments and Wealth Institute at the University of Chicago’s Booth School of Business, and also holds the Certified Exit Planning Advisor (CEPA) designation as a member of the Exit Planning Institute.
He is a graduate of the Stillman School of Business at Seton Hall University, where he was a distinguished scholar of the University Honors Program and earned a dual bachelor’s degree in Finance and Information Technology Management.
Dominick enjoys spending time with his growing family and playing golf, competitive baseball and basketball on the weekends. He lives in Chatham, NJ with his wife Erica and their three sons.
2024 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
6/30/22 - 6/30/23.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019, August 2023 & August 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19, 3/31/2022-3/31/2023 & 3/31/2023-3/31/2024
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (award Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: VA, NY, KY, IN, MO, GA, RI, CA, NV, MA, WA, SC, OH, MN, CO, NJ, TX, NH, MD, IL, DC, HI, TN, OR, DE, VT, PA, NC, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1042089
Dominick helps a select group of individuals and families manage wealth through comprehensive financial planning, strategic portfolio management, tailored lending, and advanced trust, tax and wealth transfer strategies. Dominick holds a particular focus working with entrepreneurs, millennials and corporate executives who rely heavily on his expertise in major liquidity events.
Before joining Morgan Stanley in 2021, Dominick spent over a decade at Merrill Lynch and has been recognized by Forbes as a “Best-In-State” Wealth Advisor (2024 & 2025) and a "Top Next-Gen" Wealth Advisor (2019, 2023, 2024 & 2025) – with his team similarly recognized by Forbes as a "Best in State Wealth Management Team" (2023, 2024 & 2025). Professionally he holds the Certified Financial Planner (CFP) certification awarded by the Certified Financial Planner Board of Standards, Inc., earned his Certified Private Wealth Advisor (CPWA) certification from the Investments and Wealth Institute at the University of Chicago’s Booth School of Business, and also holds the Certified Exit Planning Advisor (CEPA) designation as a member of the Exit Planning Institute.
He is a graduate of the Stillman School of Business at Seton Hall University, where he was a distinguished scholar of the University Honors Program and earned a dual bachelor’s degree in Finance and Information Technology Management.
Dominick enjoys spending time with his growing family and playing golf, competitive baseball and basketball on the weekends. He lives in Chatham, NJ with his wife Erica and their three sons.
2024 Forbes America’s Top Wealth Advisors & Best-In-State Wealth Advisors
Source: Forbes (Awarded April 2024) Data compiled by SHOOK Research LLC based on time period from
6/30/22 - 6/30/23.
Forbes Top Next-Gen Wealth Advisors
Source: Forbes.com (Awarded June 2019, August 2023 & August 2024) Data compiled by SHOOK Research LLC based on time period from 3/31/18 - 3/31/19, 3/31/2022-3/31/2023 & 3/31/2023-3/31/2024
Forbes Best-In-State Wealth Management Teams
Source: Forbes.com (award Jan 2023) Data compiled by SHOOK Research LLC based on time period from 3/31/21-3/31/22.
Securities Agent: VA, NY, KY, IN, MO, GA, RI, CA, NV, MA, WA, SC, OH, MN, CO, NJ, TX, NH, MD, IL, DC, HI, TN, OR, DE, VT, PA, NC, FL, CT; General Securities Representative; Investment Advisor Representative
NMLS#: 1042089
- Advisor Type: Wealth Manager
- Website:
https://advisor.morganstanley.com/the-scavelli-kempner-group - Phone: +19736604664
- City: Chatham Township
- State: New Jersey
- Postal Code: 07928
- Country: United States
- Designations: CEPA, CFP, CPWA
- Markets Served:
- Company Name: Morgan Stanley
DOMINICK SCAVELLI

120-Day CEPA Playbook: Download the Playbook

2022 Colorado State of Owner Readiness Quick Look Brochure

2022 Colorado State of Owner Readiness Report

2023 National State of Owner Readiness Report
.png)
2024 Webinar Series

2025 Webinar Series

5-4-3-2-1 Whitepaper

5-4-3-2-1 Whitepaper

A Look Inside The Unique World of - Value Creation Whitepaper

A Look Into Pressure Solutions Inc.: An Exit Planning Case Study

Access My Courses

Best-In-Class Whitepaper

Beyond CEPA Roadmap

Business Attractiveness Scorecard

Case Study: A Framework To Build Value In Your Business

Case Study: CEPA and CPAs

Case Study: CEPA and EOS

Case Study: CEPA and M&A

Case Study: How to Strategically Build Transferrable Value

Case Study: How To Utilize Your CEPA Credentials In A National Wealth Management Firm

Case Study: Human Capital, The Exit Planning Institute

Case Study: The Value of Transitioning a Business to its Employees

Case Study: The Value of Transitioning a Business to its Employees

Case Study: Value Acceleration

CEPA Development Scorecard

CEPA: 2024 APR | Online

CEPA: 2024 AUG | Online

CEPA: 2024 FEB | Online

CEPA: 2024 JAN | Online

CEPA: 2024 JUL | Online

CEPA: 2024 JUN | Online

CEPA: 2024 MAR | Online

CEPA: 2024 MAY | Online

CEPA: 2024 OCT | Online

CEPA: 2024 SEP | Online

Chapter Logos

Confidential Estate Planning Form

Decentralizing the Business Owner

Decentralizing the Business Owner

Email Marketing Templates

EPI Chapter President Circle Meeting Notes

Exit as a Business Strategy: A Collection of Case Studies from Advisors and Owners

First Steps

Five Stages of Value Maturity Infographic

Five Stages of Value Maturity Infographic

From Successful to Significant

From Successful to Significant Whitepaper

Infographic: Beyond CEPA Path

Infographic: Decentralizing the Business Owner

Infographic: Five Stages of Value Maturity

Infographic: The 5 D's

Infographic: Who Has a Seat at the Table

Issue One: The Annual Exit Magazine

Know Your Gaps

Phase 1 Stage 1: The Value Maturity Index - Identifying Value

Sample Personal Contingency Plan

The Impact of Unplanned Consequences on Business Value Whitepaper

The Value Acceleration Methodology
.png)