Chad Evans in

Chad Evans

Questioner · DISC type c
Managing Director- Wealth Management, Wealth Advisor at Morgan Stanley
📍 Orange County, 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
28 Years
Current Role
Managing Director- Wealth Management, Wealth Advisor
Job Level
Mid-senior
Location
Orange County, California, United States
Personality Overview

How Chad shows up

Systematic
Not Easily Convinced
Cautious & Analytical

They prefer to fully evaluate every situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Chad cares about

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

Work history

3-2009
Managing Director- Wealth Management, Wealth Advisor
Morgan Stanley
5-2006 - 2009
Director
Credit Suisse
9-2001 - 5-2006
Senior Vice President
Smith Barney
1997 - 2001
Senior Vice President
Hambrecht & Quist
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1982 - 1986
Bachelor of Science
Illinois State 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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