Tampa, FL Office

David Parker is a financial advisor based in Tampa, FL, affiliated with Stifel. He holds Series 63 and Series 65 licenses and has 39 years of industry experience. Prior to joining Stifel in 2019, he worked at UBS Financial Services from 2008 to 2019. Outside of advising, he co-owns pasture land in Oklahoma that he leases for cattle grazing. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and advisory services with an investment approach grounded in proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

Michael Wallace is a financial advisor with Stifel who holds Series 63 and Series 65 licenses and has 38 years of industry experience. He has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a broad range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Todd Belfiore is a financial advisor with Stifel in Tampa, FL, holding a Series 63 designation and bringing 37 years of industry experience. He has been with Stifel Nicolaus & Co. Inc since 2013. Belfiore serves as a board member of the Brett Favre Fourward Foundation, which supports charities aiding underserved and disabled children and breast cancer patients. Stifel serves a diverse client base, including individuals of varying net worth, institutional clients, and charitable organizations, offering brokerage and investment advisory services. Its investment approach incorporates proprietary analysis and probabilistic modeling developed by the Investment Strategy Group to guide asset allocation and financial planning.

Dane Parker is a financial advisor at Stifel in Tampa, FL, holding a Series 66 credential with one year of industry experience. His prior career includes over three decades in medical-related businesses, including ownership roles in medical clinics and aesthetic salons. He is a silent owner of True MD and Premier Salon and Spa, a medical aesthetics and hair and nail salon. Stifel serves a broad range of clients including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm uses proprietary investment methodologies developed by its Investment Strategy Group to support client decision-making in asset allocation and financial planning.

Jeffrey Kartheiser is a financial advisor with Stifel in Tampa, FL, holding a Series 63 license and bringing 40 years of industry experience. He worked at Raymond James & Associates for 27 years before joining Stifel Nicolaus & Co Inc in 2017. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment methodology is based on proprietary capital market assumptions and probabilistic modeling developed by its Investment Strategy Group.

William Fitzgerald is a financial advisor at Stifel with 11 years of industry experience. He holds a Series 66 designation and has worked at Stifel Nicolaus & Co Inc since 2019. Prior to that, he was employed at John Graham and Associates, Inc. and Midwestern Securities Trading Company, LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Anthony Scaglione is a financial advisor with Stifel in Tampa, FL, holding a Series 66 designation and 17 years of industry experience. He has worked at Stifel Nicolaus & Co. Inc. since 2015. Outside of his advisory role, he is involved with Rivercrest LLC, a personal care products company, where he serves as Vice President of Development, and he holds several leadership roles with the Ybor City Rotary Club, including Environmental Projects Chairman and trustee. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology from its Investment Strategy Group.

Mark Scaglione is a financial advisor at Stifel with 42 years of industry experience. He holds Series 63 and Series 65 registrations and previously worked at UBS Financial Services from 1988 to 2019 before joining Stifel in 2019. Stifel serves a broad range of clients, including individuals, institutions, and municipalities, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Margaret Pacheco is a financial advisor with Stifel in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with Stifel Nicolaus & Co. Inc. since 2013. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodology developed by its Investment Strategy Group.