Jessie Satterfield in

Jessie Satterfield

Energizer · DISC type I
Wealth Advisor at Strategy Financial Group
📍 Phoenix, Arizona, United States

Jessie Satterfield is a Wealth Advisor with Strategy Financial Group, bringing experience from U. S. Bank, Vanguard, and Wells Fargo. He began his career in financial crimes and fraud prevention before moving into wealth management. Jessie is a Summa Cum Laude graduate of Arizona State University and holds Series 7 and 66 licenses.

Originally a San Diego native who grew up surfing, Jessie now embraces an active Arizona lifestyle, enjoying hiking and mountain biking. He initially studied Philosophy, intending to practice law, but discovered a passion for helping people through finance. This unique background informs his client-focused and ethically-driven approach to wealth management.

Unique fact: Jessie graduated with a Bachelor of Arts in Philosophy, focusing on Morality, Politics, and Law, before pursuing his career in finance.

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Experience
8 Years
Current Role
Wealth Advisor
Location
Phoenix, Arizona, United States
Personality Overview

How Jessie shows up

Informal
Imaginative
Relationship Oriented

They are not always early adopters but can be pursuaded by leveraging strong relationships. They are people oriented, friendly and like creating new connections. They excel at seeing the bigger picture, and the long-term impact of their decisions.

Priorities

Topics Jessie cares about

High-Net-Worth Advising
His career has progressed to serving high-net-worth clients at firms like U. S. Bank and Vanguard, focusing on holistic financial planning.
Financial Crime Prevention
Began his career at Wells Fargo in risk operations and fraud prevention, giving him a strong foundation in financial security and risk management.
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Career

Work history

9-2025
Wealth Advisor
Strategy Financial Group
10-2023 - 1-2025
Wealth Management Advisor
U.S. Bank
7-2022 - 10-2023
Senior Financial Advisor
Vanguard
8-2021 - 7-2022
Relationship Banker
Wells Fargo
8-2019 - 8-2021
FInancial Crimes Specialist 3
Wells Fargo
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2016 - 2018
Bachelor of Arts (BA)
The College of Liberal Arts and Sciences at Arizona State University
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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