Henry Ilyasov, CFP®, CPWA®, APMA® in

Henry Ilyasov, CFP®, CPWA®, APMA®

Critic · DISC type C
VP - Senior Wealth Consultant at Charles Schwab
📍 Dallas-Fort Worth Metroplex, 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
VP - Senior Wealth Consultant
Job Level
Leadership
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Henry shows up

Negotiator
Objective Thinker
Information Seeker

They are quite likely to negotiate on pricing or other key terms. They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often.

Priorities

Topics Henry cares about

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

Work history

10-2022
VP - Senior Wealth Consultant
Charles Schwab
12-2020 - 10-2022
Private Client Investment Consultant
Charles Schwab
2-2020 - 12-2020
Senior Financial Consultant
Charles Schwab
3-2018 - 2-2020
Managing Director, Investment Adviser Representative
Investment Link, LLC
9-2004 - 3-2018
Financial Advisor
Ameriprise Financial Services, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
8-2024 - 8-2026
Master of Science
The University of Georgia
3-2022 - 3-2023
Professional Education
College for Financial Planning
10-2023
Executive Education
University of Chicago Booth School of Business Executive Education
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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