Kevin Phinney, CFP® in

Kevin Phinney, CFP®

Sharpshooter · DISC type DC
Financial Advisor at Principal Financial Group
📍 Charlotte, North 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.

Login to view overviewLogin to view overview
Experience
11 Years
Current Role
Financial Advisor
Location
Charlotte, North Carolina, United States
Personality Overview

How Kevin shows up

Precise But Practical
Rigorous & Demanding
ROI Driven

They like to be in a position where they can control the conversation and terms. They respond well to strong and respectful communication. They are very proud of what they do.

Priorities

Topics Kevin cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

11-2017
Financial Advisor
Principal Financial Group
6-2014 - 11-2017
Financial Services Representative
Foresters Financial Services
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2010 - 2014
Bachelor's degree
University of North Carolina at Chapel Hill
2010 - 2014
Bachelor's degree
University of North Carolina at Chapel Hill
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.

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