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Mark Scaglione

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Mark Scaglione

Investment Advisor | Stifel Financial Corp.

Greater Tampa Bay Area United States, United States

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Mark Scaglione

Summary

Mark Scaglione is a seasoned financial expert with over 40 years of experience in wealth management, currently serving as Senior Vice President of Investments at Stifel. With a strong focus on high net worth and ultra high net worth individuals, he excels in creating customized financial plans and asset allocation strategies. Mark emphasizes the importance of communication and trust, ensuring that his clients remain informed and satisfied with their investments. His collaborative approach includes working closely with clients' CPAs and attorneys to maintain alignment in financial strategies. Mark has a diverse background in the finance industry, having held senior positions at UBS and Dean Witter Reynolds. His commitment to exceptional service is evident in his tailored financial advice and ongoing client relationships. Beyond his professional life, Mark is passionate about fostering financial literacy and empowering clients to achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Leadership Development

Organisational experience

Corporate Experience

Mark Scaglione

Work Experience

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Investment Advisor at

Dean Witter Reynolds (Morgan Stanley)

May 1983 - March 1988

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Sr. Vice President Wealth Management at

UBS

March 1988 - April 2019

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Senior Vice President/Investments - Stifel at

Stifel Financial Corp.

April 2019 - Present

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Mark Scaglione

Education

University of South Florida, Bachelor of Arts

Frequently Asked Questions about Mark Scaglione

What is Mark Scaglione email address?

Mark Scaglione's primary email address is **********@stifel.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Mark Scaglione work for?

Mark Scaglione is a Investment Advisor at Stifel Financial Corp..

Where Mark Scaglione graduated from?

Mark Scaglione holds a degree in null from University of South Florida.

How can I directly contact Mark Scaglione?

To contact Mark Scaglione directly, you can use the email address **********@stifel.com. Complete contact information is available upon registration with Muraena.

Who is Mark Scaglione?

Mark Scaglione is a seasoned financial expert with over 40 years of experience in wealth management, currently serving as Senior Vice President of Investments at Stifel. With a strong focus on high net worth and ultra high net worth individuals, he excels in creating customized financial plans and asset allocation strategies. Mark emphasizes the importance of communication and trust, ensuring that his clients remain informed and satisfied with their investments. His collaborative approach includes working closely with clients' CPAs and attorneys to maintain alignment in financial strategies. Mark has a diverse background in the finance industry, having held senior positions at UBS and Dean Witter Reynolds. His commitment to exceptional service is evident in his tailored financial advice and ongoing client relationships. Beyond his professional life, Mark is passionate about fostering financial literacy and empowering clients to achieve their financial goals.

Mark`s contact details

mail

**********@stifel.com

********@tampabay.rr.com

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outside sales

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Leigh Anne Gage

Financial Planning Analyst

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