David J. Blount, CFP® in

David J. Blount, CFP®

Doer · DISC type ds
Owner & CERTIFIED FINANCIAL PLANNER™ at Investment & Insurance Planning Services, LLC
📍 Oviedo, 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
32 Years
Current Role
Owner & CERTIFIED FINANCIAL PLANNER™
Location
Oviedo, Florida, United States
Personality Overview

How David shows up

Risk-Accepting
Strategic Planner
Fast-paced

They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them. They exhibit a rare combination of being result-oriented but patient at the same time.

Priorities

Topics David cares about

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

Work history

2005
Owner & CERTIFIED FINANCIAL PLANNER™
Investment & Insurance Planning Services, LLC
2002 - 2004
Financial Advisor
Calton & Associates, Inc.
2000 - 2001
Financial Advisor
The MONY Group
1995 - 1998
Operations Officer
U.S. Coast Guard
1992 - 1995
Training Officer
U.S. Coast Guard
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2007
Certificate of Financial Planning
University of Central Florida
1998 - 2000
Bachelor of Science (BS)
Troy University
1997 - 1997
Certificate
Coast Guard Leadership & Management School
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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