Jamie Stone in

Jamie Stone

Energizer · DISC type I
Chief Planning Officer at Means Wealth Management
📍 Greenville, South Carolina, 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
17 Years
Current Role
Chief Planning Officer
Job Level
Leadership
Location
Greenville, South Carolina, United States
Personality Overview

How Jamie shows up

Believer
Relationship Oriented
Imaginative

They are not always early adopters but can be pursuaded by leveraging strong relationships. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are really good at seeing what the long-term impacts of their decisions could be.

Priorities

Topics Jamie cares about

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

Work history

2-2022
Chief Planning Officer
Means Wealth Management
8-2015 - 1-2022
Wealth Advisor
Mercer Global Advisors Inc.
3-2014 - 8-2015
Private Client Consultant
JPMorgan Chase Bank, NA
2-2013 - 2-2014
Manager, Investment & Retirement Services
NRECA
4-2012 - 1-2013
Investment Representative
NRECA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
Bachelor of Arts
University of Washington
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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