Traci Conlon, CFP®,CEPA®

Evaluator
DISC Type : dsc

Financial Advisor at Edward Jones

Greater Pittsburgh Region, United States

Overview

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.

Personality Overview

Quality Focused

Fast But Analytical

Thorough Evaluator

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 They Care About

Holistic Financial Planning
As a CFP®, her focus is on creating comprehensive, tailored plans that encompass a client's entire financial world, including goals for family and business.
Business Exit Strategies
Holds the Certified Exit Planning Advisor® (CEPA®) designation, indicating specialized expertise in advising business owners on succession and transition planning.
Women's Wealth Empowerment
Recognized by Forbes as a Top Woman Wealth Advisor, she authored a book on female entrepreneurs and sponsored events for professional women.

Media Appearances

Traci Conlon - Edward Jones - Forbes. Featured in Forbes

See Now

Work History

2-2014
Financial Advisor at Edward Jones
1-2011 - 3-2013
Vice President/Regional Manager at First Commonwealth Bank
2-2009 - 1-2011
Professional Business and Marketing Consultant at Independent
2001 - 2009
Divisional Sales Development Manager at Wells Fargo
2001 - 2001
Sales Trainer at Wells Fargo

Education

2020 - 2021
Certified Financial Planner from University of California, Berkeley
1994 - 1997
BSBA from Robert Morris University

More Information

Social Presence :

Prographics :

Exp : 28 Location : Greater Pittsburgh Region, United States Job Level : N/A Designation : Financial Advisor at Edward Jones
URL has been copied!

Insights For Selling To Traci

During A Call Or A Meeting

DO's

  • Showcase how you can impact results but also make sure that you share detailed information too
  • Be prepared for comments or questions that are critical of your product or your claims
  • Help them see both - the ‘big picture’ impact and the ROI of the investment

DONT's

  • Don’t nudge them to do something by using the logic that others have done the same
  • Avoid self-deprecating references or general informality, it could decrease their trust in you
  • Avoid inviting them for any social interactions until you have built some rapport with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Traci is

  • ROI matters the most to them, followed by process and finally proof of results
  • Will you ever get a clear answer from Traci

  • They might hesitate a little, but will go ahead and say no when necessary (or asked)

Insights For Deal Planning

    How fast (or slow) will Traci move?

  • They are unlikely to move very fast, especially when it comes to new products or services
  • Can Traci take some risk or not?

  • They have relatively low risk-appetite and are not very likely to go for something unproven and risky

You And Traci

Personality Compatibility


Other Edward Jones Employees

Explore more public profiles from related professionals at the same organization.

More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.