Rick Scruggs, CLU, ChFC,    C(k)P® in

Rick Scruggs, CLU, ChFC, C(k)P®

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Principal at Financial Designs
📍 Forest, Virginia, 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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Current Role
Principal
Location
Forest, Virginia, United States
Personality Overview

How Rick shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Rick cares about

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

Work history

2-1983
Principal
Financial Designs
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1973 - 1977
BBA
The College of William and Mary
2015
Certified 401(k) Professional
The Retirement Advisor University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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