Steve Giacobbe

Observer
DISC Type : ci

Senior Financial Advisor/Partner at MCF

Louisville, Kentucky, United States

Overview

Steve has no verified overview

Personality Overview

Curious

Value Driven

Assertive

They are generally strong communicators and are not easy to convince.  They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals.

Topics They Care About

Steve has no verified topics they care about

Media Appearances

Steve has no verified media appearances

Work History

12-2025
Senior Financial Advisor/Partner at MCF
5-2014 - 12-2025
Founder and Chief Investment Officer at Accredited Wealth Management
2014 - 2016
Board Member at St. John Center for Homeless Men
9-2006 - 5-2014
Chief Investment Officer at Commonwealth Bank & Trust
2002 - 2006
Adjunct Faculty Member at The College for Financial Planning

Education

1990 - 1992
MBA from University of NC Greensboro
9-1983 - 6-1987
Bachelor of Arts - BA from Washington and Lee University

More Information

Social Presence :

Prographics :

Exp : 34 Location : Louisville, Kentucky, United States Job Level : N/A Designation : Senior Financial Advisor/Partner at MCF
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Insights For Selling To Steve

During A Call Or A Meeting

DO's

  • Focus on immediate action-items rather than the larger goals
  • Invite them for a social do but don’t rely solely on the relationship
  • Be prepared for a lot of questions, answer them objectively

DONT's

  • Don’t rely excessively on your relationship with them to win the deal
  • Don’t try to rush them into a decision, provide all necessary information first
  • Avoid making offhand commitments

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Steve is

  • Proven value, strong testimonials are important for them, rapport can impact decisions a little.
  • Will you ever get a clear answer from Steve

  • They are practical yet friendly, don’t expect a clear no very often.

Insights For Deal Planning

    How fast (or slow) will Steve move?

  • They like to analyze well and can take their time to reach any decisions.
  • Can Steve take some risk or not?

  • They weigh all decisions systematically and are unlikely to take many risks.

You And Steve

Personality Compatibility


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