Michell D. Warren

Enigma
DISC Type : dic

Financial Advisor at L.C. Warren Group, Inc.

United States

Overview

Michell D. Warren is a Financial Advisor at L. C. Warren Group, Inc. , where she specializes in guiding retirees and those near retirement. Her expertise lies in wealth preservation, creating steady income, and building lasting legacies. She holds a Bachelor of Arts from the University of Central Florida.

She has grown professionally within her firm, having previously served as a Licensed Assistant where she was responsible for managing administrative tasks and maintaining client relationships.

Personality Overview

Challenger

Hard To Convince

Friendly Yet Blunt

They are likely to ask many questions and look heavily for supporting proof as well as information.  They are generally strong communicators and are not easy to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing

Topics They Care About

Retirement Planning
Her professional focus is helping clients navigate every stage of retirement, including wealth preservation, income creation, and legacy building.
Financial Literacy
She actively promotes financial education by hosting and sharing information about seminars on topics like Debt Management and the basics of retirement.
Market Analysis
Shares content related to specific market drivers and economic pressures, including analyses of gold prices, private credit, and geopolitical events.

Media Appearances

Michell has no verified media appearances

Work History

3-2025
Financial Advisor at L.C. Warren Group, Inc.
3-2022 - 3-2025
Licensed Assistant at L.C. Warren Group, Inc.
3-2020 - 2-2022
Product Support Specialist at SunRADON
6-2018 - 3-2020
Warranty Coordinator at A. Duda & Sons, Inc.
10-2012 - 6-2018
Director of Business Development & Operations at LPL Financial

Education

2006 - 2009
BA from University of Central Florida
2006 - 2009
Bachelor of Arts Degree from University of Central Florida

More Information

Social Presence :

Prographics :

Exp : 24 Location : United States Job Level : N/A Designation : Financial Advisor at L.C. Warren Group, Inc.
URL has been copied!

Insights For Selling To Michell D.

During A Call Or A Meeting

DO's

  • Let them lead the discussion, create opportunities for them to speak if they are not very forthcoming
  • Help them realize that any personal risk in making this decision is far less compared to what the results could mean for them
  • Build rapport slwly without rushing, it will come handy to handle hard questions later

DONT's

  • Avoid long presentations and just 'high-level' value proposition, dive into the details
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t brush off any concerns, take all questions seriously. They are easily deterred

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michell D. is

  • Proven value, strong objective evidence are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Michell D.

  • They are practical and friendly, but can give a clear response with a little prodding

Insights For Deal Planning

    How fast (or slow) will Michell D. move?

  • They like to be detailed, so unless they develop strong conviction, they can take their time to arrive at decisions
  • Can Michell D. take some risk or not?

  • They evaluate their decisions systematically and do not take risks that often, unless you can get them to develop strong conviction

You And Michell D.

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.