Jon Youatt in

Jon Youatt

Login to view DISC.
Wealth Management Advisor at 3D Wealth Management
📍 Greenville, South Carolina, United States

Jon Youatt is a certified Wealth Management Advisor with Northwestern Mutual in Birmingham, Alabama. He holds both CFP® and CLU® designations, specializing in strategic financial planning and private wealth management for families and investors. He is a graduate of Samford University.

Jon is actively involved in his community and with his alma mater. He volunteers as a mentor for students at Samford Universitys Brock School of Business and is also involved with the Monday Morning Quarterback Club of Birmingham, which supports local youth football.

He gives back to his community by mentoring business students at Samford University.

Read the full overview →
Experience
24 Years
Current Role
Wealth Management Advisor
Location
Greenville, South Carolina, United States
Personality Overview

How Jon 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.

Login to view personality overview.
Priorities

Topics Jon cares about

Market Analysis
Frequently shares detailed market commentary regarding inflation, diversification, and investment strategies from his firm's CIO.
Strategic Financial Planning
This is a core skill and central to his role, focusing on helping clients with complex financial issues to achieve their long-term goals.
+4 more topics Login to view topics
Career

Work history

4-2024
Wealth Management Advisor
3D Wealth Management
10-2001
Wealth Management Advisor
Northwestern Mutual
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
1994 - 1999
Bachelor’s Degree
Samford University
Education details unavailable
Westminster Christian
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.

Login to view DISC.

Other 3D Wealth Management Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jon. Free, 10 seconds.