Johnathan Burgess in

Johnathan Burgess

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Founder at Big Money Retirement Solutions
📍 Greenville, South Carolina, 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
8 Years
Current Role
Founder
Job Level
Leadership
Location
Greenville, South Carolina, United States
Personality Overview

How Johnathan shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Johnathan cares about

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

Work history

11-2020
Founder
Big Money Retirement Solutions
8-2018 - 11-2020
Burgess Insurance Group: Insurance Agency Owner
American National
1-2018 - 5-2018
Tax Intern
Chris Skinner CPA
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2021
Retirement Income Certified Professional
The American College of Financial Services
2014 - 2018
Bachelor's degree
University of South Carolina Upstate
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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