Aaron Bray, CFP® in

Aaron Bray, CFP®

Supporter · DISC type s
Vice President, Sr. Financial Consultant at Charles Schwab
📍 Carlsbad, California, 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
23 Years
Current Role
Vice President, Sr. Financial Consultant
Job Level
Leadership
Location
Carlsbad, California, United States
Personality Overview

How Aaron shows up

Risk-averse
Procedural
Social Proof Driven

They are unlikely to become strong champions as they don't prefer pushing other people. They get along well with all people. They usually go by the book, following all rules and procedures.

Priorities

Topics Aaron cares about

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

Work history

12-2022
Vice President, Sr. Financial Consultant
Charles Schwab
6-2007 - 12-2022
Vice President, Sr. Financial Consultant
TD Ameritrade
2003 - 2007
Financial Advisor
Morgan Stanley Smith Barney
2002 - 2003
Professional Baseball Player
Canton Coyotes
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
Evangel 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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