Jessie Satterfield

Energizer
DISC Type : I

Wealth Advisor at Strategy Financial Group

Phoenix, Arizona, United States

Overview

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.

Personality Overview

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.

Topics They Care 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.
Ethics in Finance
[Predicted] His degree in Philosophy with a focus on Morality, Politics, and Law suggests a deep interest in the ethical responsibilities of financial advising.

Media Appearances

Jessie has no verified media appearances

Work History

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

Education

2016 - 2018
Bachelor of Arts (BA) from The College of Liberal Arts and Sciences at Arizona State University

More Information

Social Presence :

Prographics :

Exp : 8 Location : Phoenix, Arizona, United States Job Level : N/A Designation : Wealth Advisor at Strategy Financial Group
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Insights For Selling To Jessie

During A Call Or A Meeting

DO's

  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Speak enthusiastically with energy, maintain a clear and confident tone
  • Talk anecdotally about the customer experience that your product offers

DONT's

  • Avoid ifs and buts, don’t talk too much about the risks etc.
  • Don’t push them to make a decision too fast, let them get comfortable first
  • Don’t be excessively objective, be a storyteller

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jessie is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from Jessie

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will Jessie move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can Jessie take some risk or not?

  • They can take certain risks that are unlikely to have personal consequences.

You And Jessie

Personality Compatibility


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