Anthony Reid in

Anthony Reid

Enthusiast · DISC type i
Medical Wealth Advisor at Truist Wealth
📍 Concord, 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
26 Years
Current Role
Medical Wealth Advisor
Location
Concord, North Carolina, United States
Personality Overview

How Anthony shows up

Non-Confrontational
Story Driven
Optimistic

Unlike D or C types, they are convinced more by stories and testimonials. They prefer to build relationships rather than staying totally transactional. They are generally friendly, so be careful when relying on their word.

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

7-2023
Medical Wealth Advisor
Truist Wealth
4-2022 - 8-2023
Wealth Specialty Private Advisor
Truist Wealth
10-2018 - 5-2022
Virtual Premier Banker, Assistant Vice President at Truist
Truist
8-2014 - 10-2018
Private Client Relationship Manager
PNC Bank Private Client Group
12-2009 - 8-2014
Store Manager III/Licensed Banker II
Wells Fargo/Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Science
Morgan State University
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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