David Harris in

David Harris

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Wealth Advisor at STATERA Wealth Management (Balance, Quality, Value)
📍 St George, Utah, 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.

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Experience
29 Years
Current Role
Wealth Advisor
Location
St George, Utah, United States
Personality Overview

How David shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics David cares about

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

Work history

1-2015
Wealth Advisor
STATERA Wealth Management (Balance, Quality, Value)
5-2006 - 1-2015
Financial Professional
Private Wealth Management
11-1996 - 12-2006
Telephony Manager and Network Administrator
IBM
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2018
Business and Personal/Financial Services| Retirement planning and Bussiness Succession
The American College of Financial Services
1998 - 1999
Computer and Information Sciences and Support Services
Regis University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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