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.
Read the full overview →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.
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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