Meet the Team

“We understand complex family financial dynamics
and the importance of long-term planning.”


Statues in a park, Ybor City, Tampa, Florida, USA

Our family has lived and worked in Tampa, Florida, for more than 100 years with deep roots in the community.

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 


Mark Scaglione Senior Vice President/Investments, Stifel of Tampa, FloridaMark Scaglione
Senior Vice President/Investments
Portfolio Manager – Solutions Program

(813) 426-8629 | mark.scaglione@stifel.com

Mark began his investment industry career in 1983 with Dean Witter and joined Stifel in 2019.  He most recently worked for UBS Financial Services, where he spent most of his career, and focused on developing retirement planning strategies for affluent families and individuals across multiple generations. Mark is approved as a Portfolio Manager – Solutions Program, which allows him to manage client portfolios in the Stifel Solutions Program on a discretionary basis and subject to a fiduciary standard of care. He holds Series 7, 63, and 65 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Mark graduated from University of South Florida in 1982 with a B.A. in Art. He has served his community in many volunteer organizations and boards in Tampa.  He was board president at Unity of Tampa Church and at Ybor City Sertoma Club, and treasurer of the All Children's Hospital Guild of Tampa.

Mark is a native Floridian, being born in Tampa and has lived in Lutz, Florida, since 1996 with his wife, Susan.  Mark and Susan are animal lovers who live with three dogs and a green-cheeked conure.  They have two adult children, Anthony and Frank, and three beautiful grandchildren.  Anthony, his business partner, joined Stifel in 2015, and Frank works at Sierra Construction in Tampa.  Mark loves boating and fishing and is an avid Tampa Bay Lightning hockey fan.


Anthony J. Scaglione First Vice President/Investments Portfolio Manager – Solutions ProgramAnthony J. Scaglione
First Vice President/Investments
Portfolio Manager – Solutions Program


(813) 426-8627 | scaglionea@stifel.com 

 

Anthony is passionate about the important work he carries out with clients.  He uses the principles of excellence and quality on their behalf in every interaction.

Anthony's family has lived and worked in Tampa, Florida, for more than 100 years.  His great grandfathers were Leo Stalnaker, a Tampa municipal judge and state representative, and Giuseppe Scaglione, owner of Scaglione and Sons Funeral Home in Ybor City.  Anthony is a second-generation financial advisor and grew up in the business, investing from a very young age and learning sound financial strategies.  From this unique and rare perspective, he understands complex family financial dynamics and the importance of long-term planning.

Anthony's goal is to be there every step of the way for his clients as they make critical financial decisions throughout their lives.  In 2010, he developed the 12 Dimensions of Risk Management, a philosophy he uses in client consultations and planning.  Anthony is approved as a Portfolio Manager – Solutions Program, which allows him to manage client portfolios in the Stifel Solutions Program on a discretionary basis and subject to a fiduciary standard of care.  He is a member of the Hillsborough County Bar, Tampa Hispanic Bar, and the Next Gen Collaborative Divorce Group.  He believes that a multi-discipline approach that couples his knowledge in investments with the coordination of tax and estate advisors and healthcare services helps ensure knowledgeable guidance for clients.

Anthony holds Series 7 and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).  He graduated from Florida State University with a Major in Communications Studies and Minor in Hispanic Marketing.  In addition to his bachelor's degree, he has earned three certificates in Latin American business and culture from schools in Puebla, Mexico, and Buenos Aires,  Argentina.*  Anthony has also completed Collaborative Divorce training at Stetson University College of Law.

Anthony enjoys serving on the board of directors for the Ybor City Rotary Club and his membership with the Ybor City Museum Society.  His wife, Diana, has a Ph.D. in Neuroscience and works for a pharmaceutical company in Clearwater. They enjoy biking down Tampa's Riverwalk and world travel with their son, Marco Antonio.  Anthony's hobbies include scuba diving, fishing, and running.

 

*All written communications will be in English.

Stifel does not provide legal or tax advice. You should consult with your legal or tax advisors regarding your particular situation.