Will Cottle, AAMS® in

Will Cottle, AAMS®

Planner · DISC type Sc
Financial Advisor at Edward Jones
📍 Greater Houston, 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.

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Experience
18 Years
Current Role
Financial Advisor
Location
Greater Houston, United States
Personality Overview

How Will shows up

Disciplined
Not Very Vocal
Analytical & Cautious

The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Will cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

6-2010
Financial Advisor
Edward Jones
2007 - 2010
Financial Advisor Associate
Morgan Stanley Smith Barney
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
BBA
Florida Atlantic University
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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