Jabez Daniel Waters, QPFC

Inquirer
DISC Type : cd

Financial Advisor with The Davidson McNair Group at Morgan Stanley at Morgan Stanley

Columbia, South Carolina Metropolitan Area, United States

Overview

Jabez is a Financial Advisor with The Davidson McNair Group at Morgan Stanley, focused on building relationships to help clients feel confident about their financial future. An alumnus of Presbyterian College and a Sigma Beta Delta honor society member, he holds a Qualified Plan Financial Consultant (QPFC) certification, underscoring his expertise in retirement planning.

Personality Overview

Judgemental

Demanding

Hard To Convince

They can be nudged to make faster decisions by offering what they value.  They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Topics They Care About

Holistic Financial Planning
Passionate about making financial decisions approachable, focusing on retirement, investment management, and navigating significant life changes for his clients.
Corporate Retirement Plans
His Qualified Plan Financial Consultant (QPFC) certification highlights a specialized expertise in advising businesses on their employee retirement solutions.
Building Client Trust
Emphasizes creating genuine relationships by deeply understanding what matters most to each client, which he views as the foundation of his practice.

Media Appearances

Jabez has no verified media appearances

Work History

2-2025
Financial Advisor with The Davidson McNair Group at Morgan Stanley at Morgan Stanley
7-2021 - 2-2025
Registered Client Service Associate with The Davidson McNair Group at Morgan Stanley at Morgan Stanley

Education

8-2017 - 5-2021
Bachelor of Science - BS from Presbyterian College

More Information

Social Presence :

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Exp : 4 Location : Columbia, South Carolina Metropolitan Area, United States Job Level : N/A Designation : Financial Advisor with The Davidson McNair Group at Morgan Stanley at Morgan Stanley
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Insights For Selling To Jabez Daniel

During A Call Or A Meeting

DO's

  • Highlight the competitive differentiation of your product
  • Stress on the business value that your product offers
  • Get to the point quickly instead of spending too much time on pleasantries

DONT's

  • Don't try too hard to get friendly, let it happen with time
  • Do not give up if they are not convinced, try again with a different approach
  • Refrain from asking too many questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jabez Daniel is

  • Confidence in the product plays an important role, followed by powerful testimonials.
  • Will you ever get a clear answer from Jabez Daniel

  • They might hesitate a little, but they will say no if they are not convinced.

Insights For Deal Planning

    How fast (or slow) will Jabez Daniel move?

  • Their decision making speed is somewhere in the middle.
  • Can Jabez Daniel take some risk or not?

  • Once they have analyzed the pros and cons, they can take some risks.

You And Jabez Daniel

Personality Compatibility


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