Jeffrey Strouse, JD, CEPA, CRPC in

Jeffrey Strouse, JD, CEPA, CRPC

Enthusiast · DISC type i
President, Suncoast Prosperity Advisors |Financial & Estate Planning Solutions| at Suncoast Equity Management, LLC
📍 Greater Tampa Bay 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.

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Experience
40 Years
Current Role
President, Suncoast Prosperity Advisors |Financial & Estate Planning Solutions|
Location
Greater Tampa Bay Area, United States
Personality Overview

How Jeffrey shows up

Story Driven
Consensus Focused
Optimistic

They are generally friendly, so be careful when relying on their word. They prefer to build relationships rather than staying totally transactional. Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics Jeffrey cares about

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

Work history

2022
President, Suncoast Prosperity Advisors |Financial & Estate Planning Solutions|
Suncoast Equity Management, LLC
2010 - 2022
Executive Director, Lead Wealth Management Consultant | Wealth Planning Strategist
UBS
2006 - 2010
Executive Director, Regional Head Product & Services Consulting, Central Region
UBS
2000 - 2006
First Vice President, Planning Director, Wealth Management Division | Philanthropy | Trust Services
SMITH BARNEY
1990 - 2000
Practicing Attorney & Owner | Trusts | Estates | Business Planning
Jeffrey B. Strouse & Associates
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
University of Mississippi
Doctor of Law (JD)
Capital University Law School
Post-doctoral Fellow
Esperti Peterson Institute - Global Center of Wealth Design
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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