Michael Bree in

Michael Bree

Researcher · DISC type Cs
Senior Partner, Wealth Advisor at Jacobi Wealth Advisors
📍 Wilmington, Delaware, 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
23 Years
Current Role
Senior Partner, Wealth Advisor
Location
Wilmington, Delaware, United States
Personality Overview

How Michael shows up

Soft Communicator
Process Focused
Perfectionist

They are quite aware of their needs and limitations, so they are unlikely to over-promise. The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally.

Priorities

Topics Michael cares about

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

Work history

6-2024
Senior Partner, Wealth Advisor
Jacobi Wealth Advisors
12-2011 - 6-2024
President
Pillar Wealth Advisors, LLC
6-2008 - 12-2011
Executive Vice President
Financial Network
6-2002 - 6-2008
Senior Financial Advisor
DVFG Advisors, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006
Widener University
College for Financial Planning
CLU
The American College of Financial Services
Chartered Financial Consultant
The American College of Financial Services
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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