Blaire Greenwood, ChFC in

Blaire Greenwood, ChFC

Login to view DISC.
Investment Advisor Representative at Greenwood Financial Group
📍 Greater Richmond Region, United States

Blaire Greenwood is a Chartered Financial Consultant (ChFC®) and Investment Advisor Representative at Greenwood Financial Group. A graduate of Taylor University, she leverages her specialized knowledge as a Chartered Mutual Fund Counselor to advise clients on investment strategies and financial planning.

She is passionate about professional development and collaboration, valuing the opportunity to share ideas and insights with her peers. Blaire stays current on market trends by following publications like The Wall Street Journal and Bloomberg, and enjoys sharing interesting articles with her network.

She holds dual charters as a Chartered Financial Consultant (ChFC®) and a Chartered Mutual Fund Counselor (CMFC®).

Read the full overview →
Experience
20 Years
Current Role
Investment Advisor Representative
Job Level
Junior
Location
Greater Richmond Region, United States
Personality Overview

How Blaire shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Blaire cares about

Financial Planning
As a Chartered Financial Consultant, her work focuses on creating comprehensive financial strategies for clients.
Investment Advice
Her role as an Investment Advisor and Chartered Mutual Fund Counselor centers on providing guidance on investment portfolios.
+4 more topics Login to view topics
Career

Work history

7-2005
Investment Advisor Representative
Greenwood Financial Group
5-2003 - 8-2003
HR Intern
Genworth
5-2002 - 8-2002
Annuity Intern
Genworth
In the press

Media appearances

Blaire Greenwood, ChFC® Greenwood. Featured in Greenwood Financial Group
See now
Education
2001 - 2005
Bachelor's degree
Taylor University
2008 - 2008
Chartered Mutual Fund Counselor
College of Financial Planning
2012 - 2015
Chartered Financial Consultant
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Blaire. Free, 10 seconds.