Eddie McNeal, CFP®,CRPC™,CKA®,CMFA® in

Eddie McNeal, CFP®,CRPC™,CKA®,CMFA®

Critic · DISC type C
Private Wealth Advisor at Ameriprise Financial Services, LLC
📍 Starkville, Mississippi, 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
52 Years
Current Role
Private Wealth Advisor
Location
Starkville, Mississippi, United States
Personality Overview

How Eddie shows up

ROI Driven
Objective Thinker
Critic

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Eddie 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

2014
Private Wealth Advisor
Ameriprise Financial Services, LLC
5-1989 - 2014
Financial Advisor
Ameriprise Financial Services, LLC
1973 - 1989
President
Federal Land Bank Association
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1969 - 1973
Bachelor of Science (B.S.)
Mississippi State 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.

Other Ameriprise Financial Services, LLC 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 Eddie. Free, 10 seconds.