Jeffrey Wiedmann, JD, CFP®, CTFA in

Jeffrey Wiedmann, JD, CFP®, CTFA

Critic · DISC type C
Wealth Strategies Advisor at Bank of America Private Bank
📍 Stamford, Connecticut, 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
16 Years
Current Role
Wealth Strategies Advisor
Location
Stamford, Connecticut, United States
Personality Overview

How Jeffrey shows up

Negotiator
Information Seeker
Objective Thinker

They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often. They don’t appreciate bells and whistles unless backed by data.

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

9-2018
Wealth Strategies Advisor
Bank of America Private Bank
4-2014 - 8-2018
Assistant Vice President, Trust Specialist
Merrill Lynch
4-2011 - 4-2014
Trust & Estate Associate
Merrill Lynch
8-2009 - 4-2011
Associate Attoney
Stern, Lavinthal, Frankenberg, & Norgaard LLC
8-2009 - 12-2009
Clinic Intern
Juvenile Justice Clinic
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2007 - 2010
Juris Doctor
Seton Hall University School of Law
2003 - 2007
B.S.
Penn State University
2003 - 2007
Bachelor of Science
Smeal College of Business
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.

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