Sara Soucie CFP® in

Sara Soucie CFP®

Examiner · DISC type cs
Financial Advisor at Wells Fargo Advisors
📍 Drexel Hill, Pennsylvania, 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
22 Years
Current Role
Financial Advisor
Location
Drexel Hill, Pennsylvania, United States
Personality Overview

How Sara shows up

Late Adopter
Overcautious
Tough To Convince

They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof. They tend to be clear about their needs and limitations and are unlikely to promise too much.

Priorities

Topics Sara cares about

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

Work history

4-2023
Financial Advisor
Wells Fargo Advisors
3-2017 - 4-2023
Affluent Segment Leader
Wells Fargo
3-2013 - 3-2017
Private Banker
Wells Fargo
7-2007 - 2-2013
Client Advisor Associate
SunTrust Private Wealth
3-2003 - 6-2007
Personal Banker
JPMorgan Chase & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1999 - 2003
Bachelor of Business Administration (BBA)
Central Michigan University
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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