Robert Roy, CFP ® in

Robert Roy, CFP ®

Examiner · DISC type cs
CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor at Northwestern Mutual Wealth Management Company
📍 Wilbraham, 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
19 Years
Current Role
CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor
Location
Wilbraham, Massachusetts, United States
Personality Overview

How Robert shows up

Tough To Convince
Status Quo Seeker
Late Adopter

They tend to be clear about their needs and limitations and are unlikely to promise too much. They are thorough and always follow a systematic approach. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Robert cares about

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

Work history

1-2006
CERTIFIED FINANCIAL PLANNER™ professional and Wealth Management Advisor
Northwestern Mutual Wealth Management Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Bachelor of Science
Sacred Heart University
2011 - 2021
CFP ®
The American College of Financial Services
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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