Thomas Manno, Jr., CFP®, CPFA in

Thomas Manno, Jr., CFP®, CPFA

Questioner · DISC type c
Wealth Advisor, Partner at Managed & Guided Financial Strategies
📍 Greater Chicago Area, 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.

Login to view overviewLogin to view overview
Experience
13 Years
Current Role
Wealth Advisor, Partner
Location
Greater Chicago Area, United States
Personality Overview

How Thomas shows up

Not Easily Convinced
Cautious & Analytical
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. They prefer to do thorough analysis of any situation. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Thomas cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

4-2019
Wealth Advisor, Partner
Managed & Guided Financial Strategies
10-2008 - 3-2019
Director Of Client Services
Managed & Guided Financial Strategies
9-2008
Independent Insurance Broker
The Manno Group
1-2016 - 12-2016
Internal Vice President
Naperville Jaycees
1-2015 - 12-2015
External Vice President
Naperville Jaycees
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1999 - 2004
BS
Purdue University
1995 - 1999
Education details unavailable
Nazareth Academy
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.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Thomas. Free, 10 seconds.