Nicklaus Mattingly, CFP® in

Nicklaus Mattingly, CFP®

Energizer · DISC type I
Wealth Manager at Heritage Investment Group
📍 Tampa, 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
14 Years
Current Role
Wealth Manager
Job Level
Middle
Location
Tampa, Florida, United States
Personality Overview

How Nicklaus shows up

Full Of Energy
Enthusiastic
Informal

Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are people oriented, friendly and like creating new connections. They are naturally enthusiastic, so take their promise with a pinch of salt.

Priorities

Topics Nicklaus cares about

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

Work history

4-2014
Wealth Manager
Heritage Investment Group
7-2012 - 3-2014
Senior Financial Planner
Ernst & Young
10-2011 - 6-2012
Assurance Senior
Ernst & Young
5-2011 - 10-2011
Financial Planner
Ernst & Young
6-2008 - 8-2008
Assurance Intern
Ernst & Young
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2010
Master of Science in Accountancy With Honors
University of Notre Dame - Mendoza College of Business
2005 - 2009
Bachelor of Science With Honors
Indiana University - Kelley School of Business
Social presence
in
Behavioral profile

DISC profile (public)

I

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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