Michelle A. Spaziani, CFP® in

Michelle A. Spaziani, CFP®

Wildcard · DISC type sic
Founder and CEO at Summit Behavioral Wealth, Financial Planner, RJFS at Raymond James Financial Services
📍 Greenfield, Massachusetts, 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
24 Years
Current Role
Founder and CEO at Summit Behavioral Wealth, Financial Planner, RJFS
Job Level
Leadership
Location
Greenfield, Massachusetts, United States
Personality Overview

How Michelle shows up

ROI Driven
Requires Proof
Friendly But Slow

They are often friendly and nice, but can sometimes suprise you with their piercing questions They typically tend to be late adopters even when they seem friendly and excited about what you have to sell They are unlikely to ever become strong champions even when the conversations are going well; you should focus on cultivating other champions

Priorities

Topics Michelle cares about

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

Work history

5-2018
Founder and CEO at Summit Behavioral Wealth, Financial Planner, RJFS
Raymond James Financial Services
2001 - 5-2018
Senior VP-Investments
Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
Union College, UMass at Amherst, Dartmouth College, and SUNY Albany
1995 - 1997
M.S.
University of Massachusetts Amherst
1997 - 1998
M.P.H.
University of Massachusetts Amherst
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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