William Groff IV in

William Groff IV

Enthusiast · DISC type i
Fiancial Adviser at Eagle Strategies, LLC
📍 Columbia, Maryland, 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
20 Years
Current Role
Fiancial Adviser
Location
Columbia, Maryland, United States
Personality Overview

How William shows up

Story Driven
Amiable & Agreeable
Non-Confrontational

They are more about building relationships than just cutting deals. They tend to be agreeable by nature, so take their promises with a pinch of salt.
 Unlike D or C types, they are convinced more by stories and testimonials.

Priorities

Topics William cares about

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

Work history

8-2015
Fiancial Adviser
Eagle Strategies, LLC
7-2014
Fiancial Adviser
Eagle Strategies, LLC
8-2012
Financial Service Professional
NYLIFE Securities LLC
8-2012
Agent
New York Life Insurance Company
9-2006 - 6-2012
Coordinator/ Senior Employee Meeting Liaison
T. Rowe Price
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2005
Education details unavailable
UCL
2001 - 2005
Bachelor of Arts (BA)
Gettysburg College
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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