Shanna Bearden, CPWA® in

Shanna Bearden, CPWA®

Observer · DISC type ic
CPWA®, Associate Vice President, Financial Advisor at Morgan Stanley
📍 San Francisco Bay 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
22 Years
Current Role
CPWA®, Associate Vice President, Financial Advisor
Job Level
Senior
Location
San Francisco Bay Area, United States
Personality Overview

How Shanna shows up

Example Seeker
Curious
Assertive

They can sound friendly and charming but can quickly change gears to become inquisitive and probing. They ask a lot of questions and rely heavily on information and collaterals. They are generally strong communicators and are not easy to convince.

Priorities

Topics Shanna cares about

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

Work history

9-2022
CPWA®, Associate Vice President, Financial Advisor
Morgan Stanley
3-2013 - 9-2022
Vice President, Private Banker
Morgan Stanley
6-2011 - 2-2013
Financial Advisor
Chase Investment Services Corporation
3-2010 - 5-2011
Independent Sales Consultant
Envy Medical, Inc.
2008 - 2009
Independent Account Executive
Colorescience
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2023 - 2023
Certified Private Wealth Advisor® Certificate Program
Yale School of Management
1988 - 1992
BA
University of Houston
Social presence
in
Behavioral profile

DISC profile (public)

i

Influence (I)

Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.

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