Gene Efird III
Login to view DISC.Gene is the Co-Founder of Adroit Wealth Partners and a Managing Director with Northwestern Mutual, where he specializes in creating comprehensive financial plans for professionals, business owners, and families. He focuses on building long-term client relationships to protect and grow wealth using tax-efficient strategies. Gene holds a Bachelor of Science from Guilford College.
Outside of work, Gene is a former college athlete who played basketball for Guilford College. He is based in the Williamsburg/Yorktown, Virginia area, where he is actively involved in the local community and business networks.
He transitioned from a hands-on role as a rehab aide, assisting patients with daily activities, to co-founding his own wealth management firm.
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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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