Henry Ilyasov, CFP®, CPWA®, APMA® in

Henry Ilyasov, CFP®, CPWA®, APMA®

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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.

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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

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 Henry cares about

Strategic Priorities
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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)

DISC behavioral profile

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

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