Katrina Whitlinger, ChFC®, CEPA®, AAMS™ in

Katrina Whitlinger, ChFC®, CEPA®, AAMS™

Doer · DISC type ds
Founder at Stella Maris Wealth
📍 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
15 Years
Current Role
Founder
Job Level
Leadership
Location
Greenville, South Carolina, United States
Personality Overview

How Katrina shows up

Risk-Accepting
Strategic Planner
Results Focused

They are very professional in their approach and can weigh multiple perspectives together. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Katrina cares about

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

Work history

4-2025
Founder
Stella Maris Wealth
3-2019 - 11-2024
Financial Advisor
Edward Jones
5-2018 - 7-2018
AVP, Sr. Financial Analyst
United Community Bank
3-2015 - 2-2018
Business Analyst - Cloud Data Services BU
NetApp
3-2014 - 3-2015
Financial Analyst - Manufacturing Ops
NetApp
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2008
Master of Business Administration - MBA
California State University, Fullerton
2003 - 2006
BS
University of Tennessee at Martin
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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