Hanson Wong, CFP® in

Hanson Wong, CFP®

Planner · DISC type Sc
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
📍 San Francisco, 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
14 Years
Current Role
Wealth Management Advisor, Vice President
Job Level
Senior
Location
San Francisco, California, United States
Personality Overview

How Hanson shows up

Slower Adopter
Overcautious
Not Very Vocal

The only way to convince them is by showing them examples and ample proof. They tend to have clarity about their needs and constraints, and are unlikely to over-promise. They are heavily focused on quality and prefer doing things the right way, even if it takes time.

Priorities

Topics Hanson cares about

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

Work history

9-2019
Wealth Management Advisor, Vice President
Merrill Lynch Wealth Management
2-2018 - 3-2019
Senior Equity Analyst
Millennium
10-2012 - 12-2016
Senior Equity Analyst
Millennium
2-2012 - 8-2012
Asset Management Analyst
Stifel Financial Corp.
3-2009 - 2-2012
Asset Management Analyst
Thomas Weisel Partners LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's Degree
University of California, Davis
Social presence
in
Behavioral profile

DISC profile (public)

S

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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