Joseph Coliton, CFP®, CEPA®, CRPC™ in

Joseph Coliton, CFP®, CEPA®, CRPC™

Examiner · DISC type sc
Financial Advisor at Merrill Lynch Wealth Management
📍 Washington DC-Baltimore Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

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Experience
7 Years
Current Role
Financial Advisor
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Joseph shows up

Overcautious
Status Quo Seeker
Process Oriented

The only way to convince them is by showing them examples and ample proof. They are thorough and always follow a systematic approach. Being observant comes to them naturally.

Priorities

Topics Joseph cares about

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

Work history

7-2019
Financial Advisor
Merrill Lynch Wealth Management
8-2017 - 6-2019
Associate | Berry Wealth Advisors
LPL Financial
4-2019 - 5-2019
Operations | 2019 Masters Tournament
Augusta National Golf Club
7-2017 - 8-2017
Corporate Hospitality | 99th PGA Championship | Quail Hollow Club
PGA of America
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's Degree
University of South Carolina
Financial Planning
University of Virginia
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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