Ethan Willis

Evaluator
DISC Type : DSC

Financial Advisor at Edward Jones

Charleston, South Carolina Metropolitan Area, United States

Overview

Ethan Willis is a Financial Advisor at Edward Jones specializing in retirement planning, portfolio construction, and education savings. He holds an MBA from Charleston Southern University and a Wealth Management Specialist certification, leveraging experience from past roles at Merrill Lynch and Vanguard to serve his clients.

He has a professional interest in companies like Deloitte and Bank of America. There is no publicly available information about his personal hobbies or activities outside of his professional work.

He proactively educates clients on how legislative changes, such as new tax laws, can impact their financial planning and charitable deductions.

Personality Overview

Fast But Analytical

Thorough Evaluator

Hard To Convince

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

Topics They Care About

Retirement Planning
Advises on crucial retirement topics, including sustainable portfolio withdrawal rates and the benefits of making early IRA contributions for tax-deferred growth.
Impact of Legislation
He focuses on how new laws and tariffs can affect financial strategies, helping clients prepare their portfolios for upcoming changes.
Education Savings
A core part of his practice involves developing specific strategies to help clients save for college for their children or grandchildren.

Media Appearances

Ethan has no verified media appearances

Work History

7-2025
Financial Advisor at Edward Jones
7-2024 - 7-2025
Merrill Financial Solutions Advisor at Merrill Lynch
6-2024 - 7-2024
Sales Consultant at Vanguard
11-2022 - 7-2024
High Net Worth Client Case Representative at Vanguard
6-2022 - 12-2022
Client Relationship Associate at Vanguard

Education

8-2021 - 5-2023
Master of Business Administration - MBA from Charleston Southern University
2018 - 2021
Finance from Queens University of Charlotte

More Information

Social Presence :

Prographics :

Exp : 3 Location : Charleston, South Carolina Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
URL has been copied!

Insights For Selling To Ethan

During A Call Or A Meeting

DO's

  • Help them see both - the ‘big picture’ impact and the ROI of the investment
  • Showcase your competitive superiority clearly when possible or address it at the minimum
  • Keep a professional, business-like approach; especially if you tend to get informal quickly

DONT's

  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid too much small talk, just a few formal pleasantries should be fine
  • Don’t focus on relationship, focus purely on the merit of your product

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ethan is

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

  • 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 Ethan move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Ethan 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 Ethan

Personality Compatibility


Other Edward Jones Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.