Brody Phillips in

Brody Phillips

Planner · DISC type Sc
Planning Consultant at Fidelity Investments
📍 Dallas, Texas, 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
5 Years
Current Role
Planning Consultant
Location
Dallas, Texas, United States
Personality Overview

How Brody shows up

Slower Adopter
Not Very Vocal
Analytical & Cautious

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. They tend to have clarity about their needs and constraints, and are unlikely to over-promise.

Priorities

Topics Brody cares about

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

Work history

11-2024
Planning Consultant
Fidelity Investments
3-2024 - 11-2024
Relationship Manager
Fidelity Investments
12-2022 - 3-2024
Financial Representative
Fidelity Investments
10-2022 - 12-2022
High Net Worth Service Associate
Fidelity Investments
11-2021 - 10-2022
Customer Relationship Advocate
Fidelity Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2020
Bachelor's degree
Texas Tech University - Rawls College of Business
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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