Edward Dahl, CFP® in

Edward Dahl, CFP®

Critic · DISC type C
Senior Vice President - Private Wealth Advisor at Morgan Stanley
📍 Washington DC-Baltimore Area, 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
20 Years
Current Role
Senior Vice President - Private Wealth Advisor
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Edward shows up

Information Seeker
Negotiator
ROI Driven

They prefer to analyze logically and value objective facts over emotions. It is very likely that they will negotiate pricing or other important terms. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Edward cares about

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

Work history

8-2022
Senior Vice President - Private Wealth Advisor
Morgan Stanley
7-2008 - 8-2022
Sr. Vice President - Private Wealth Advisor
UBS Private Wealth Management
9-2004 - 7-2008
Financial Advisor
Wells Fargo
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2011 - 2012
Certificate in Financial Planning
Georgetown University
Finance
Siena College
B.S.B.A.
The Catholic University of America
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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