Scott Ervin CFP®, ChFC in

Scott Ervin CFP®, ChFC

Energizer · DISC type I
Financial Planning and Practice Management Consultant at Huntington National Bank
📍 Akron, Ohio, 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
32 Years
Current Role
Financial Planning and Practice Management Consultant
Job Level
Senior
Location
Akron, Ohio, United States
Personality Overview

How Scott shows up

Relationship Oriented
Full Of Energy
Big Picture Person

They are really good at seeing what the long-term impacts of their decisions could be. Unlike C or D types, they are vocal with their opinions but not so much with their questions. They are always positive and upbeat, so take their promises with a pinch of salt.

Priorities

Topics Scott cares about

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

Work history

7-2021
Financial Planning and Practice Management Consultant
Huntington National Bank
11-2020 - 7-2021
To Be Determined
N/A
3-2019 - 11-2020
Vice President Insurance Sales & Marketing
Valmark Financial Group
9-2015 - 3-2019
Regional Vice President Nationwide Business Solutions Group
Nationwide
5-2005 - 9-2015
Territory Sales Director
Nationwide Insurance
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1989 - 1993
Bachelor’s Degree
Wabash College
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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