Lindsey Stetson, CFP® in

Lindsey Stetson, CFP®

Login to view DISC.
Wealth Advisor, Principal at Trust Company of the South
📍 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 overview
Experience
15 Years
Current Role
Wealth Advisor, Principal
Job Level
Mid-senior
Location
Charlotte, North Carolina, United States
Personality Overview

How Lindsey shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Lindsey cares about

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

Work history

9-2018
Wealth Advisor, Principal
Trust Company of the South
1-2018 - 9-2018
Private Wealth Advisor
Asset Management Advisors Inc
9-2016 - 12-2017
Associate Private Wealth Advisor
Asset Management Advisors Inc
10-2015 - 8-2016
Associate Wealth Management Advisor
Northwestern Mutual
10-2013 - 9-2015
Client Service Administrator
Strategic Advisory Services, L.P.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2005 - 2008
Bachelor's degree
Portland State University
2014 - 2015
CFP® Certification
Rice University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

More profiles

Discover additional public profiles from our index.

KD
Kelly Dawes
Suite attendant
Delaware North
 David B. Levy
David B. Levy
Branch Sales Manager NMLSR ID 121169
Wells Fargo Home Mortgage
 Alicja A. Plonska CEPA, CDFA™
Alicja A. Plonska CEPA, CDFA™
Senior Vice President, PM, Alternative Investments Director, IPD, Branch Manager
Morgan Stanley
 Keith Vitale
Keith Vitale
Executive Director
LIUNA Chicagoland Laborers’ District Council Training & Apprentice Fund
Unlock the full playbookSee exactly how to sell to Lindsey. Free, 10 seconds.