Professional Experience

Scott has been a financial advisor for more than 30 years.  Prior to joining Stifel, Scott served as a financial advisor for Barclays Wealth and Investment Management, Americas, SunTrust Investment Services, and Merrill Lynch.  After earning an MBA, Scott worked as a CPA for KPMG Peat Marwick in New York City, although he is no longer a practicing CPA. 

Scott works with a select group of high-net-worth families, assisting them in pursuing a variety of goals.  He takes a process-driven approach, which is designed to help him attain a high-level understanding of client needs.  His services include:

• Client risk level assessment
• Investment plan construction and wealth management
• Development of adequate cash flow
• Risk mitigation strategies
• Estate planning strategies
• Portfolio rebalancing, as needed

Scott graduated from the United States Naval Academy and served as an officer in the United States Navy, where he earned two Navy Commendations Medals for meritorious service on deployments to the Mediterranean Sea and the North Atlantic Ocean.

Rebalancing may have tax consequences, which you should discuss with your tax advisor.

Professional Experience

Dale began her financial services career with Dean Witter Reynolds in 1979.  She has also worked at PaineWebber, Smith Barney, Merrill Lynch, SunTrust Investments, and Barclays Wealth and Investment Management, Americas.  She holds Series 7, 63, and 66 securities licenses, as well as life, health, and variable insurance licenses (including annuities).

Dale joined Scott Macolino in 2007 while working at SunTrust.  She leverages her 40+ years of financial experience as the team’s Client Relationship Manager, maintaining a strong knowledge of client needs through a high level of communication, client review preparation, and resolving account-related issues.  

Professional Experience

Caroline began her financial services career with The Macolino Wealth Management Group at Stifel in 2018, becoming a member of the practice started by her father in 1994.  An instrumental part of the team’s service model, Caroline prides herself on being outcome-oriented and value-driven.  Her strong communication skills, leadership abilities, and collaborative character provide her with the skills necessary to assist clients and prospects in making informed decisions regarding their account-related needs.  Additionally, she supports the team’s marketing efforts and daily operations.  She holds Series 7 and 66 securities licenses.