Phillip Trueblood MBA, CRPC® in

Phillip Trueblood MBA, CRPC®

Observer · DISC type ic
Managing Partner at Trueblood Wealth Management
📍 Lima-Van Wert-Celina area, 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
21 Years
Current Role
Managing Partner
Location
Lima-Van Wert-Celina area, United States
Personality Overview

How Phillip shows up

Assertive
Example Seeker
Curious

They often ask many questions and rely heavily on information and documentation. They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Priorities

Topics Phillip cares about

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

Work history

6-2022
Managing Partner
Trueblood Wealth Management
7-2011 - 6-2022
Vice President/Investments - Stifel
Stifel Financial Corp.
3-2009 - 7-2011
Financial Consultant
Wells Fargo Advisors
1-2008 - 3-2009
Financial Consultant
Wachovia Securities, LLC.
10-2007 - 1-2008
Financial Consultant
A.G. Edwards
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2003
Master of Business Administration
University of Toledo
1998 - 2002
Bachelor of Business Administration
University of Toledo
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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