Tom Yacovino

Tom Yacovino is a Senior Annuity Solutions Specialist at Stifel Financial Corp., based in St. Louis, Missouri. With over 30 years of experience in the financial services industry, he has held various leadership roles that emphasize product development, sales management, and team leadership.

Professional Experience

• Current Role: As a Senior Annuity Solutions Specialist at Stifel, Yacovino focuses on providing annuity solutions and support to financial advisors and clients.

• Previous Positions:

  • Manager at COUNTRY Financial: Managed a national team of financial specialists, focusing on insurance and annuity solutions from August 2017 to February 2020.
  • Principal at The Yacovino Group, LLC: Provided consulting services to financial advisors and developed business opportunities in the financial sector from September 2016 to August 2017.
  • President/General Manager at Roster Financial, LLC: Oversaw marketing and sales strategies for insurance and annuity products from 2012 to 2016.
  • Senior Vice President at Wells Fargo Advisors: Led teams to enhance life insurance product sales and developed training programs for financial advisors from 2008 to 2012.
  • Vice President at A.G. Edwards & Sons, Inc.: Managed annuity and retirement plan products, achieving significant income growth from 1993 to 2008.
  • Assistant Vice President at Merrill Lynch: Developed and marketed annuity products from 1987 to 1993.

Education

• MBA from Fordham Gabelli School of Business
• BBA in Finance from the University of Notre Dame - Mendoza College of Business

Licenses and Certifications

• Holds the Series 7 license from the Financial Industry Regulatory Authority (FINRA).

Yacovino's extensive background in the financial services sector, particularly in annuities and insurance, positions him as a knowledgeable resource for financial advisors seeking to enhance their product offerings and client solutions.1