Scott Macolino, MBA

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DISC Type : dc

Managing Director/Investments - Stifel at Stifel Financial Corp.

Atlanta Metropolitan Area, United States

Overview

Scott Macolino is a Managing Director of Investments at Stifel, where he specializes in wealth management for high-net-worth families. His expertise covers portfolio construction, risk management, and estate planning strategies. He holds an MBA from NYU Stern and a B. S. from the United States Naval Academy.

He is a graduate of the United States Naval Academy.

Personality Overview

Judgemental

ROI Conscious

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They respond well to confident salespeople. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Risk Mitigation
He recently organized and promoted webinars focused on strategies for managing and reducing risk associated with concentrated stock positions.
Estate Planning
He actively engages clients and prospects through educational webinars covering the essential considerations for protecting one's financial legacy.
Wealth Management
His practice is centered on serving high-net-worth families, assisting them with portfolio construction, asset management, and cash flow development.

Media Appearances

Scott Macolino, MBA - Atlanta Financial Advisor - Stifel. Featured in Stifel Financial Corp.

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Work History

12-2015
Managing Director/Investments - Stifel at Stifel Financial Corp.
8-2012 - 12-2015
Director at Barclays Wealth Management
5-2003 - 8-2012
Financial Advisor at SunTrust Investment Services, Inc.
9-1993 - 5-2003
Financial Advisor at Bank of America Merrill Lynch
9-1992 - 8-1993
Tax Accountant at KPMG US

Education

1981 - 1985
Bachelor of Science (B.S.) from United States Naval Academy
1990 - 1992
Master of Business Administration (MBA) from NYU Stern School of Business

More Information

Social Presence :

Prographics :

Exp : 33 Location : Atlanta Metropolitan Area, United States Job Level : N/A Designation : Managing Director/Investments - Stifel at Stifel Financial Corp.
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Insights For Selling To Scott

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending too much time on pleasantries
  • Be crisp while making the pitch
  • Refer to testimonials from others in similar positions

DONT's

  • Avoid repeating yourself or making generalizations
  • Do not give up if they are not convinced, try again with a different approach
  • Don't try too hard to get friendly, let it happen with time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Scott is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Scott

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Scott move?

  • Their decision making speed is somewhere in the middle.
  • Can Scott take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Scott

Personality Compatibility


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