Cynthia Lammert, CFP® in

Cynthia Lammert, CFP®

Critic · DISC type C
Member | Board of Directors at Grace Place for Children and Families
📍 Naples, Florida, 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
19 Years
Current Role
Member | Board of Directors
Job Level
Senior
Location
Naples, Florida, United States
Personality Overview

How Cynthia shows up

Precise
ROI Driven
Critic

They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key terms. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Cynthia cares about

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

Work history

3-2024
Member | Board of Directors
Grace Place for Children and Families
8-2022
Member | Board Of Directors
BelieveNBooks
1-2022
Vice President | Banker at J.P. Morgan Private Bank
J.P. Morgan Private Bank
7-2019 - 1-2022
Wealth Management Advisor | Vice President
Fifth Third Private Bank
1-2018 - 7-2019
Senior Relationship Strategist, Vice President
PNC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2005
Bachelor of Arts (B.A.)
PennWest Clarion
2013 - 2013
Executive Certificate in Financial Planning
Duquesne University
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.

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