David M. Webb, PhD, MSM, CLF, CLTC, LACP in

David M. Webb, PhD, MSM, CLF, CLTC, LACP

Examiner · DISC type cs
Founder & Principal at Atlas Retirement Strategies LLC
📍 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
18 Years
Current Role
Founder & Principal
Job Level
Leadership
Location
San Antonio, Texas, United States
Personality Overview

How David shows up

Overcautious
Unexpressive
Status Quo Seeker

The only way to convince them is by showing them examples and ample proof. They are heavily focused on quality and prefer doing things the right way, even if it takes time. They are thorough and always follow a systematic approach.

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

3-2014
Founder & Principal
Atlas Retirement Strategies LLC
6-2012
Financial Adviser
Eagle Strategies, LLC
5-2007
Financial Services Professional
NYLIFE Securities, LLC
5-2007
Licensed Agent
New York Life Insurance Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1983 - 1987
Bachelor of Arts (BA)
Austin College
2001 - 2004
Doctor of Philosophy (PhD)
Madison University
2001 - 2003
Master of Science (MS)
Madison 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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