Anthony J. Mascioli, CFP®, AEP® in

Anthony J. Mascioli, CFP®, AEP®

Supporter · DISC type s
Vice President - Advanced Planning - Estate Planning Specialist at Fidelity Investments
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
34 Years
Current Role
Vice President - Advanced Planning - Estate Planning Specialist
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Anthony shows up

Social Proof Driven
Thoughtful In Approach
Calm

They prefer to follow rules and procedures. Their decisions are defined by the possible value that they can bring to the organization.
 They get along well with all people.

Priorities

Topics Anthony cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

10-2015
Vice President - Advanced Planning - Estate Planning Specialist
Fidelity Investments
10-2012 - 10-2015
Senior Wealth Planning Specialist - Vice President
Citi Personal Wealth Management
2004 - 2012
Wealth Planner - Vice President
Wells Fargo Private Bank
2001 - 2004
Financial Planner
Lassus Wherley & Associates
2000 - 2001
Financial Analyst
AMG National Trust Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2001
Certified Financial Planning Program
Pace University
1986 - 1990
Bachelor of Business Administration (BBA)
Hofstra University
1982 - 1986
Education details unavailable
Floral Park Memorial HS
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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