Justin Wilson, CFP® in

Justin Wilson, CFP®

Sharpshooter · DISC type DC
Wealth Management Advisor, Assistant Vice President at Merrill Lynch Wealth Management
📍 Vienna, Virginia, 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.

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Current Role
Wealth Management Advisor, Assistant Vice President
Location
Vienna, Virginia, United States
Personality Overview

How Justin shows up

Fast But Analytical
Precise But Practical
ROI Driven

They respond better to strong and respectful interactions. They prefer to be the ones controlling the conversation or defining the terms. They like to move fast and expect the same from others.

Priorities

Topics Justin cares about

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

Work history

2-2016
Wealth Management Advisor, Assistant Vice President
Merrill Lynch Wealth Management
5-2014 - 12-2015
Recruiter
TRW Consulting Services
10-2012 - 8-2013
Recruiter
Guident Technologies
8-2011 - 9-2012
Recruiter
C2 Essentials
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2015
Bachelor's Degree
Virginia Polytechnic Institute & State University
2010 - 2013
Associate's Degree
Northern Virginia Community College
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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