Ethan Willis in

Ethan Willis

Evaluator · DISC type DSC
Financial Advisor at Edward Jones
📍 Charleston, South Carolina Metropolitan Area, United States

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.

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Experience
3 Years
Current Role
Financial Advisor
Location
Charleston, South Carolina Metropolitan Area, United States
Personality Overview

How Ethan shows up

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

Priorities

Topics Ethan cares 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.
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Career

Work history

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

Media appearances

No media yetWe could not find public media appearances for this person.
Education
8-2021 - 5-2023
Master of Business Administration - MBA
Charleston Southern University
2018 - 2021
Finance
Queens University of Charlotte
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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