David Witte

Evaluator
DISC Type : dsc

Financial Services Representative at Magnolia Wealth Strategies, a MassMutual firm

Metairie, Louisiana, United States

Overview

David is a Financial Services Representative with Magnolia Wealth Strategies, a MassMutual firm. He focuses on understanding each clients individual needs to recommend suitable products and strategies for their current and future goals. A Louisiana State University graduate, he holds Series 6 and 63 certifications.

His background includes a unique role as a Brand Ambassador for Marucci Sports, a major baseball and softball equipment company based in Louisiana. This experience suggests a strong personal interest in sports, particularly baseball, and connecting with the local community.

Unique fact: David has direct experience in the sports industry, having served as a brand ambassador for a leading baseball equipment manufacturer.

Personality Overview

Fast But Analytical

Thorough Evaluator

Quality Focused

They are not very likely to become strong advocates of your product or service  They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical They focus on the results, but can still be quite procedural and analytical about how to get there

Topics They Care About

Retirement Security
He actively posts about providing security to retirement portfolios, utilizing annuities and other investment options for small business owners.
Business Protection
Advises business owners on the benefits and strategic importance of implementing buy-sell agreements to ensure their company's longevity.
Tax-Efficient Strategies
Focuses on helping clients create financial plans that reduce potential tax liability and maximize their income and assets.

Media Appearances

David has no verified media appearances

Work History

9-2025
Financial Services Representative at Magnolia Wealth Strategies, a MassMutual firm
2-2025 - 8-2025
Financial Representative at The Western and Southern Life Insurance Company
9-2022 - 9-2024
Financial Services Professional at NYLIFE Securities LLC
5-2019 - 3-2023
Brand Ambassador at Marucci Sports

Education

8-2017 - 5-2021
Bachelor of Arts - BA from Louisiana State University

More Information

Social Presence :

Prographics :

Exp : 6 Location : Metairie, Louisiana, United States Job Level : Junior Designation : Financial Services Representative at Magnolia Wealth Strategies, a MassMutual firm
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Be prepared for comments or questions that are critical of your product or your claims
  • Showcase your competitive superiority clearly when possible or address it at the minimum

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid too much small talk, just a few formal pleasantries should be fine

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from David

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will David move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can David take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And David

Personality Compatibility


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