Brian Mayeu,  CFP®, CLU®, ChFC®, CASL®, RICP® in

Brian Mayeu, CFP®, CLU®, ChFC®, CASL®, RICP®

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Wealth Management Advisor at The Mayeu Financial Group
📍 Pittsford, New York, 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.

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Experience
24 Years
Current Role
Wealth Management Advisor
Location
Pittsford, New York, United States
Personality Overview

How Brian 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.

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Priorities

Topics Brian cares about

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

Work history

6-2001
Wealth Management Advisor
The Mayeu Financial Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
Business Management
St. John Fisher University
1994 - 1997
Education details unavailable
McQuaid
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.

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