Edward C. Witherspoon, CERTIFIED FINANCIAL PLANNER®
Enthusiast · DISC type iWith over 30 years of experience, Edward is the Managing Director at Holistic Private Wealth. He is a CERTIFIED FINANCIAL PLANNER™, a designation he has held since 1993, and holds a BS in Business Administration with a finance concentration from Towson University, specializing in helping clients navigate significant financial issues.
Edward resides in Phoenix, Maryland, with his wife, Mary, and is a proud father to two adult children. He enjoys spending his personal time with his family, traveling, boating, going to the beach, and playing golf.
He has been a respected CERTIFIED FINANCIAL PLANNER™ (CFP®) for over three decades.
Read the full overview →How Edward shows up
They tend to be agreeable by nature, so take their promises with a pinch of salt. Unlike D or C types, they are convinced more by stories and testimonials. They are more about building relationships than just cutting deals.
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DISC profile (public)
Influence (I)
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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