Julianne Hertel, CLU®, ChFC®,CLTC®, LACP in

Julianne Hertel, CLU®, ChFC®,CLTC®, LACP

Balancer · DISC type S
Founder and Financial Advisor at Dream Big Wealth Strategies, LLC
📍 Worcester, Massachusetts, 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
18 Years
Current Role
Founder and Financial Advisor
Job Level
Leadership
Location
Worcester, Massachusetts, United States
Personality Overview

How Julianne shows up

Diplomatic
Good Listener
Slow To Decisions

They are polite and respectful but practical. They are confident about making long-term decisions. Even if it takes time, they prefer following the process.

Priorities

Topics Julianne cares about

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

Work history

3-2015
Founder and Financial Advisor
Dream Big Wealth Strategies, LLC
9-2007
Financial Adviser
Eagle Strategies, LLC
2-2007
Agent
New York Life
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1997 - 2001
BA
Providence College
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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