Christopher Stevenson, CEPA®, CPWA® in

Christopher Stevenson, CEPA®, CPWA®

Inquirer · DISC type cd
Executive Director, Financial Advisor at Morgan Stanley
📍 San Antonio, Texas, 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
32 Years
Current Role
Executive Director, Financial Advisor
Job Level
Senior
Location
San Antonio, Texas, United States
Personality Overview

How Christopher shows up

Upfront
Judgemental
ROI Conscious

They care equally about the product and its potential impact. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Christopher cares about

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

Work history

1-2012
Executive Director, Financial Advisor
Morgan Stanley
2-2010 - 1-2012
Vice President - Wealth Management
Morgan Stanley
5-2007 - 2-2010
Branch Manager - Shreveport, LA
Morgan Stanley
2-2004 - 5-2007
Branch Manager - Lubbock, TX
Morgan Stanley
1-2001 - 2-2004
Assistant Branch Manager - Austin, TX
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2010
Finance
The University of Chicago - Booth School of Business
1989 - 1992
Finance
Southern Methodist University - Cox School of Business
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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