LaTonya Estell

Initiator
DISC Type : Di

Financial Advisor at Edward Jones US

United States

Overview

LaTonya Estell is a Financial Advisor at Edward Jones who leverages over 16 years of senior human resources experience, including roles as Chief People Officer. Holding SPHR and PHR certifications, she specializes in creating financial wellness programs and retirement strategies for employees, business owners, and HR leaders.

She made a significant career transition from serving as a C-level Human Resources executive to becoming a Financial Advisor.

Personality Overview

Impact-Oriented

Confident

Conviction Driven

They usually prefer to drive the conversation.  They don’t mind taking a stand if they believe in something. They respond well to objective pitches but also attach some value to relationships.

Topics They Care About

Financial Wellness
She advocates for financial education and planning to empower employees and business owners, positioning herself as a Financial Wellness Advocate.
Retirement Planning
Her current role is focused on helping teams, business owners, and HR leaders create confidence in their long-term retirement strategies.
HR Leadership
Previously served as EVP and Chief People Officer, where she was charged with overseeing national Human Resources operations for various companies.

Media Appearances

LaTonya has no verified media appearances

Work History

12-2022
Financial Advisor at Edward Jones US
9-2022 - 2-2023
Human Resources Consultant at Workforce Champion
1-2022 - 9-2022
EVP - Chief People Officer - Human Resources at BCS Data Center Operations
9-2018 - 12-2021
Senior Vice President - Chief People Office at BCS Data Center Operations
2-2014 - 10-2018
Director of Human Resources and Safety at Mayo Manufacturing

Education

2015 - 2015
SPHR (Senior Professional in Human Resources) from Human Resources Certification Institute
2009 - 2010
PHR - Professional in Human Resources Designation from HR Certification Institute

More Information

Social Presence :

Prographics :

Exp : 15 Location : United States Job Level : N/A Designation : Financial Advisor at Edward Jones US
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Insights For Selling To LaTonya

During A Call Or A Meeting

DO's

  • Look like someone who is on top of their game
  • Focus on the big picture and the strategic value of your product
  • Refer to testimonials from well known people to highlight the value of your product

DONT's

  • Don’t be too verbose or overly friendly; a little bit, however, is fine
  • Don’t be very informal even if they are being so themselves
  • Don’t keep repeating the same information, it could make them impatient

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with LaTonya is

  • Confidence in the product’s value is critical, followed by relationship and a sense of achievement.
  • Will you ever get a clear answer from LaTonya

  • They will not hesitate to say no if they do not develop conviction.

Insights For Deal Planning

    How fast (or slow) will LaTonya move?

  • They can take fast decisions if they develop conviction in the product and find you trustworthy.
  • Can LaTonya take some risk or not?

  • They have the capability of taking risky decisions if necessary.

You And LaTonya

Personality Compatibility


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