Gabe Martin, CFP® in

Gabe Martin, CFP®

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Partner at Bluestone Wealth Partners
📍 Columbus, Ohio, 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.

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Experience
8 Years
Current Role
Partner
Location
Columbus, Ohio, United States
Personality Overview

How Gabe shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Gabe cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

7-2023
Partner
Bluestone Wealth Partners
11-2020 - 6-2023
LPL Financial Planner
Bluestone Wealth Partners
7-2020 - 11-2020
Associate
Bluestone Wealth Partners
8-2019 - 7-2020
Assistant Vice President, Business Banking
PNC
6-2018 - 7-2019
Officer, Business Banking Associate Relationship Manager
PNC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Finance
Miami University Farmer School of Business
Education details unavailable
Bishop Watterson High School
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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