Lisa Matthews in

Lisa Matthews

Questioner · DISC type c
Wealth Advisor at Truist Wealth
📍 West Palm Beach, Florida, 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
31 Years
Current Role
Wealth Advisor
Location
West Palm Beach, Florida, United States
Personality Overview

How Lisa shows up

Not Easily Convinced
Systematic
Value Seeker

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation. They are more likely than others to negotiate on pricing and terms.

Priorities

Topics Lisa cares about

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

Work history

2-2021
Wealth Advisor
Truist Wealth
6-2014 - 2-2021
Wealth Advisor, Senior Vice President
SunTrust
12-2008 - 6-2014
Senior Vice President, Private Banker
Wells Fargo
4-2003 - 12-2008
Premier Banker/Relationship Manager, VIce President
Bank of America
1994 - 2003
Branch Manager
Fidelity Federal Bank & Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 1997
MBA
Nova Southeastern University
1994 - 1996
BA
Florida Atlantic University
Education details unavailable
Wellington
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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