Stephano Giovanni Mastro
Advisor at Merrill — Tampa, FL E Kennedy Blvd
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Tampa, FL 33602
Merrill
Institution
Stephano Mastro is a Senior Financial Advisor with The Valdes Group, which operates within Merrill Lynch Wealth Management. He is part of a team that delivers comprehensive wealth management services to individuals, entrepreneurs, families, and businesses, aiming to provide a family-office type experience through customized support and disciplined financial oversight.
Stephano graduated from Mount St. Mary’s University in 2019 with a bachelor's degree in business finance, where he also played Division 1 lacrosse. He furthered his education at the University of Tampa, earning a master's degree in entrepreneurship. Prior to his current role, he worked at South Tampa Subaru, assisting with marketing campaigns, sales, and accounting. Stephano holds the Personal Investment Advisor (PIA) professional designation.
In recognition of his team's performance, Stephano was part of the group named to the Forbes "Best-in-State Wealth Management Teams" list, ranking #1 in North Florida for two consecutive years, and to the Forbes "America's Top Wealth Management Teams Private Wealth" list, ranking #13 in 2023. Outside of work, Stephano enjoys boxing, dancing, music, racquetball, and spending time with his family.
Based on Merrill
SEC-reported: Commissions on certain transactions, including foreign securities and fixed income; mark-ups, markdowns and dealer spreads may apply to some trades.
Tampa, FL E Kennedy Blvd
101 E Kennedy Blvd, Pbig Florida Pwm Tampa
Tampa FL 33602
Advisors at this office
103
Florida · Texas
4 years of industry experience
Bank Of America, N.a.
2021 - Present • 5 years
Tampa, FL
Merrill
2021 - Present • 5 years
Tampa, FL
South Tampa Subaru
2020 - 2021 • 1 year
Tampa, FL
Unemployed
2020 - 2021 • 1 year
Tampa, FL
University of Tampa
2019 - 2020 • 1 year
Tampa, FL
South Tampa Subaru
2016 - 2019 • 3 years
Tampa, FL
Mount St. Mary's University
2015 - 2019 • 4 years
Emmitsburg, MD
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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