Tyler Beeson, CFP, CIMA, CPWA, MBA in

Tyler Beeson, CFP, CIMA, CPWA, MBA

Examiner · DISC type cs
Founding Partner at WPA Family Office & Private Wealth
📍 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

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Experience
25 Years
Current Role
Founding Partner
Location
Dallas-Fort Worth Metroplex, United States
Personality Overview

How Tyler shows up

Unexpressive
Late Adopter
Process Oriented

They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. Being observant comes to them naturally.

Priorities

Topics Tyler cares about

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

Work history

8-2021
Founding Partner
WPA Family Office & Private Wealth
12-2017 - 8-2021
Dallas Office Founder, Managing Director
Westshore Wealth
9-2015 - 11-2017
Director
Robertson Griege & Thoele (RGT Weath Advisors)
8-2003 - 9-2015
Private Client Advisor, Senior Vice President, BofA Private Bank, US Trust and Merrill Lynch
Bank of America Private Bank
10-2000 - 8-2003
Sales Analyst
BofA Montgomery Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1995 - 1999
Bachelors
University of Arizona, Eller College of Management
2000 - 2002
MBA
Saint Mary's College of California
1991 - 1995
HS Diploma
Monte Vista High School
Social presence
in
Behavioral profile

DISC profile (public)

c

Calculativeness (C)

Calculativeness (C) reflects the degree to which a person is likely to be cautious, systematic and analytical. Those scoring high tend to emphasise quality and accuracy.

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