Adam Hargis, CFP® in

Adam Hargis, CFP®

Researcher · DISC type Cs
VP - Sr. Financial Consultant at Charles Schwab
📍 St Louis, Missouri, 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
11 Years
Current Role
VP - Sr. Financial Consultant
Job Level
Leadership
Location
St Louis, Missouri, United States
Personality Overview

How Adam shows up

Self-Disciplined
Perfectionist
Process Focused

Being observant comes to them naturally. They tend to be clear about their needs and limitations and are unlikely to promise too much. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Adam cares about

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

Work history

11-2023
VP - Sr. Financial Consultant
Charles Schwab
2-2018 - 6-2024
Senior Financial Consultant
TD Ameritrade
2-2016 - 2-2018
Assistant Branch Manager
Scottrade
7-2014 - 2-2016
Investment Consultant
Scottrade
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's degree
Saint Louis University
Social presence
in
Behavioral profile

DISC profile (public)

C

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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