Traci Conlon, CFP®,CEPA®
Evaluator · DISC type dscTraci Conlon is a Financial Advisor and General Partner at Edward Jones, specializing in creating comprehensive, customized financial strategies. A Certified Financial Planner® and Certified Exit Planning Advisor®, she has an extensive background in leadership, having managed large teams and significantly grown revenue in previous roles at Wells Fargo and First Commonwealth Bank.
She is passionate about female empowerment and entrepreneurship, having authored a book on female triumphs in business and sponsored events for women sharing their workplace stories. Traci is an active member of her local business community, including the Pittsburgh North Regional Chamber of Commerce.
Interesting fact: Her journey with her firm began on the other side of the desk, as she was a client of Edward Jones before becoming an advisor.
Read the full overview →How Traci shows up
They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical
Topics Traci cares about
Work history
DISC profile (public)
Dominance (D)
Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.
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