Alex Opoulos in

Alex Opoulos

Enthusiast · DISC type i
Managing Partner at Objectivity Squared Wealth Management
📍 Charleston, South Carolina, 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
31 Years
Current Role
Managing Partner
Location
Charleston, South Carolina, United States
Personality Overview

How Alex shows up

Consensus Focused
Amiable & Agreeable
Non-Confrontational

They prefer to build relationships rather than staying totally transactional. 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 Alex cares about

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

Work history

1-2021
Managing Partner
Objectivity Squared Wealth Management
11-2009 - 12-2020
Financial Advisor
Objectivity² Wealth Management of Raymond James
11-1994 - 11-2009
Wealth Management Advisor
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
BS
UC Santa Barbara
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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