Anthony Johnson, CFP®, CWS® in

Anthony Johnson, CFP®, CWS®

Critic · DISC type C
VP - Financial Consultant at Charles Schwab
📍 Jupiter, Florida, 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
15 Years
Current Role
VP - Financial Consultant
Job Level
Senior
Location
Jupiter, Florida, United States
Personality Overview

How Anthony shows up

Negotiator
Precise
Objective Thinker

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Anthony cares about

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

Work history

8-2021
VP - Financial Consultant
Charles Schwab
1-2014
Portfolio Consultant, Schwab Private Client Investment Advisory
Charles Schwab
9-2010 - 12-2013
Financial Consultant
Charles Schwab
8-2009 - 4-2010
Associate Portfolio Consultant
Charles Schwab
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1988
Bachelor of Business Administration (B.B.A.)
James Madison University
Education details unavailable
Gar-Field High School
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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