Matthew Ward, CLU in

Matthew Ward, CLU

Doer · DISC type sd
Partner & Private Wealth Advisor at Beyond Financial Advisors
📍 Greater Chicago 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
15 Years
Current Role
Partner & Private Wealth Advisor
Location
Greater Chicago Area, United States
Personality Overview

How Matthew shows up

Results Focused
Fast-paced
Risk-Accepting

They exhibit a rare combination of being result-oriented but patient at the same time. They might take some time to make their mind up but once they do, they don't change it easily. Reading between the lines and seeing beyond your words comes naturally to them.

Priorities

Topics Matthew cares about

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

Work history

1-2013
Partner & Private Wealth Advisor
Beyond Financial Advisors
2013 - 6-2015
Assistant Lax Coach
New Trier High School District
4-2012 - 8-2013
Director, Content and Programming Sales
XOS Digital
8-2007 - 3-2012
Syndication Sales Account Executive
Disney and ESPN Media Networks
9-2008 - 9-2009
Field Sales Account Executive
Disney and ESPN Media Networks
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
Bachelor of Science Degree
University of Virginia, McIntire School of Commerce
2002 - 2006
BS
University of Virginia
1993 - 2002
High School Diploma
Landon School
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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