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Tim Brown

Enigma · DISC type idc
Managing Director - Investments, Private Wealth Financial Advisor at Wells Fargo Advisors
📍 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
30 Years
Current Role
Managing Director - Investments, Private Wealth Financial Advisor
Job Level
Mid-senior
Location
United States
Personality Overview

How Tim shows up

Fast Follower
Challenger
Friendly Yet Blunt

They can sound friendly and charming but can quickly change gears to become inquisitive and probing They are generally strong communicators and are not easy to convince. They are likely to ask many questions and look heavily for supporting proof as well as information.

Priorities

Topics Tim cares about

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

Work history

3-2025
Managing Director - Investments, Private Wealth Financial Advisor
Wells Fargo Advisors
3-2019 - 3-2025
Senior Vice President - Investment Officer, Senior Financial Advisor
Wells Fargo Advisors
3-2015 - 3-2019
Vice President - Investment Officer, Senior Financial Advisor
Wells Fargo Advisors
3-2014 - 3-2015
Assistant Vice President - Investments, Financial Advisor
Wells Fargo Advisors
7-2012 - 3-2014
Financial Advisor
Wells Fargo Advisors
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
Personal Financial Planning
UCLA
1996 - 1998
MBA
Thunderbird School of Global Management
1990 - 1993
BA
University of Colorado Boulder
Social presence
in
Behavioral profile

DISC profile (public)

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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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