Breanna Sykes, CFP® in

Breanna Sykes, CFP®

Evaluator · DISC type sdc
Senior Wealth Advisor at Copper Leaf Financial
📍 Williston, Vermont, 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
9 Years
Current Role
Senior Wealth Advisor
Location
Williston, Vermont, United States
Personality Overview

How Breanna shows up

Hard To Convince
Fast But Analytical
Quality Focused

They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service

Priorities

Topics Breanna cares about

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

Work history

12-2023
Senior Wealth Advisor
Copper Leaf Financial
8-2020 - 12-2023
Wealth Advisor
Copper Leaf Financial
9-2019 - 8-2020
Financial Advisor/ Vice President Wealth Management
Bridge Financial Partners, LLC
3-2018 - 9-2019
Premier Banker
Wells Fargo
7-2016 - 3-2018
Wealth Management
Bridge Financial Partners, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
Financial Planning Certificate
North Carolina State University
2011 - 2015
Master of Business Administration (M.B.A.)
Bellevue University
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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