Morgan Heintzeman in

Morgan Heintzeman

Pioneer · DISC type DIS
Financial Advisor at Edward Jones
📍 Monument, Colorado, 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
10 Years
Current Role
Financial Advisor
Location
Monument, Colorado, United States
Personality Overview

How Morgan shows up

Driven But Considerate
Decisive But Friendly
Dynamic But Sincere

They combine a unique set of diverse traits where they are fast and friendly but can slow down to be thorough when needed They have the unique ability to win both love and respect from their team (or outsiders) If they are convinced, they can become very strong champions for your product

Priorities

Topics Morgan cares about

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

Work history

11-2024
Financial Advisor
Edward Jones
7-2022 - 2-2024
Chief Marketing Officer
Fishbowl
6-2021 - 7-2022
Vice President of Marketing, EverPro
EverCommerce
9-2017 - 7-2022
Founding Member, EverCommerce Growth Engagement Team
EverCommerce
9-2017 - 12-2017
Product Marketing Manager
PaySimple
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2013
Bachelor of Arts - BA
Colorado State University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

Other Edward Jones Employees

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