Bryan Heilman in

Bryan Heilman

Wildcard · DISC type csi
Financial Advisor at Edward Jones
📍 Summerville, South Carolina, 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.

Login to view overviewLogin to view overview
Experience
24 Years
Current Role
Financial Advisor
Location
Summerville, South Carolina, United States
Personality Overview

How Bryan shows up

Friendly But Slow
Curious But Skeptical
ROI Driven

They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are often friendly and nice, but can sometimes suprise you with their piercing questions They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Bryan cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

8-2023
Financial Advisor
Edward Jones
6-2021 - 4-2023
General Manager
Staples Stores
6-2019 - 6-2021
Store Leader
PetSmart
2-2018 - 3-2019
Store Manager
Starbucks
11-2015 - 2-2018
Teavana District Manager
Starbucks
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1997 - 2000
Criminal Justice
Old Dominion University
1994 - 1997
General Studies
Salem High School
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.

Other Edward Jones Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

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