Traci Conlon, CFP®,CEPA®
Login to view DISC.Traci 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.
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Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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