Blair Breton, CLU® in

Blair Breton, CLU®

Critic · DISC type C
Partner / Financial Advisor at Creative Wealth Solutions & Insurance Services, LLC
📍 Marshfield, Massachusetts, 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
23 Years
Current Role
Partner / Financial Advisor
Job Level
Junior
Location
Marshfield, Massachusetts, United States
Personality Overview

How Blair shows up

ROI Driven
Information Seeker
Objective Thinker

They prefer to do logical analysis and value evidence over emotions. They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

Priorities

Topics Blair cares about

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

Work history

1-2019
Partner / Financial Advisor
Creative Wealth Solutions & Insurance Services, LLC
8-2003
Registered Representative
NYLIFE Securities LLC
6-2003
Licensed Agent
New York Life Insurance Company
11-2017
Financial Adviser
Eagle Strategies, LLC
6-2002 - 1-2019
Financial Adviser
Keith, Meadows & Dunn, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2003
Bachelor of Science (B.S.)
Bentley University
2004 - 2012
Designations
The American College of Financial Services
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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