Scott Macaione (CFP®)

Scott Macaione focuses in the
following client markets or areas of practice:

  • Alternative or Private Investments
  • Corporate Executives
  • High Net Worth Client Needs
  • Investment Advice with Ongoing Management
  • Retirement Planning & Distribution Rules
  • Tax Planning

Planning Specialties

Scott Macaione serves as Head of Advisory Services and Principal within the firm providing strategic oversight and thought leadership to WaterOak Advisors. Scott specializes in the development and implementation of advanced planning and investment management solutions for institutional and private wealth clients. As Head of Advisory Services, Scott oversees all aspects of sales and advice delivered by the firm. Additionally, Scott also serves as a Portfolio Manager for the WOA All Asset Mutual Fund.

Scott brings over 20 years of experience to WaterOak Advisors.  He served as a Vice President for Fidelity Investments providing branch sales team leadership and investment guidance to client relationships with accumulated total assets in excess of $1 Billion.  

Scott's educational background consists of a B.S. in Finance from Stonehill College, The Leo J. Meehan School of Buisness. He is a CERTIFIED FINANCIAL PLANNER™ professional (or CFP® professional). Outside of work, Scott is an alumni of Leadership Seminole Class 27 and also a participant in the 2018 SCPS Community Leadership Academy. He is the head of the firm's Advisory Services Committee and also a member of the firm's Investment, Compliance and Operating Committees. 

Additional Information

Originally from Boston, Scott currently resides with his wife and 4 children in Sanford, FL.

NAPFA Start Date

June 07, 2017


This Office

145 Lincoln Ave Ste A Winter Park, FL 32789-3836 Phone: (407) 567-2956 Fax: (407) 622-1799