Franklin Etter II, CFP®, AWMA™, AIF® in

Franklin Etter II, CFP®, AWMA™, AIF®

Critic · DISC type C
Executive Director - Branch Manager at Wells Fargo Advisors
📍 Salt Lake City Metropolitan Area, 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
21 Years
Current Role
Executive Director - Branch Manager
Job Level
Senior
Location
Salt Lake City Metropolitan Area, United States
Personality Overview

How Franklin shows up

Critic
Precise
Objective Thinker

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. They prefer to analyze logically and value objective facts over emotions.

Priorities

Topics Franklin 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

2-2013
Executive Director - Branch Manager
Wells Fargo Advisors
5-2004 - 2-2013
Financial Advisor- Portfolio Manager
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
CFP®
The American College of Financial Services
B.S.
University of Utah
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 Wells Fargo Advisors 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 Franklin. Free, 10 seconds.