Andy Platt, CFP®,CLU®,ChFC® in

Andy Platt, CFP®,CLU®,ChFC®

Inquirer · DISC type dc
CEO & Wealth Management Advisor, Platt Allen at Northwestern Mutual
📍 Dayton, Ohio, 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
21 Years
Current Role
CEO & Wealth Management Advisor, Platt Allen
Job Level
Leadership
Location
Dayton, Ohio, United States
Personality Overview

How Andy shows up

Judgemental
Upfront
ROI Conscious

They can be nudged to make faster decisions by offering what they value. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Andy cares about

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

Work history

7-2022
CEO & Wealth Management Advisor, Platt Allen
Northwestern Mutual
5-2017
Managing Director
Northwestern Mutual
6-2009 - 6-2022
Financial Advisor
Northwestern Mutual
7-2022
CEO, Platt Allen
Platt Allen - Northwestern Mutual
1-2004 - 1-2008
Players Assistant
Golf Galaxy
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2009
Business
Wright State University
2010 - 2013
Financial Planning and Services
The American College of Financial Services
2001 - 2005
Education details unavailable
Archbishop Alter High School
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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