Andrew Jones, CFP in

Andrew Jones, CFP

Questioner · DISC type c
Certified Financial Planner at Jones Gregg Financial, LLC.
📍 Charlotte, North Carolina, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
31 Years
Current Role
Certified Financial Planner
Location
Charlotte, North Carolina, United States
Personality Overview

How Andrew shows up

Value Seeker
Cautious & Analytical
Not Easily Convinced

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Andrew cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

9-2007
Certified Financial Planner
Jones Gregg Financial, LLC.
6-2016
Member
EO Charlotte
4-2002 - 9-2007
FInancial Representative
The Teague Group
10-1992 - 4-2001
President and Owner
Butler Travel Service, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2007
Certified Financial Planner Applicant
Queens University of Charlotte
1984 - 1988
BA
University of Virginia
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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