Chad Pearson, Cfp®, Cpwa®, Cepa
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Chad Pearson, Cfp®, Cpwa®, Cepa Email & Phone Number

Managing Director, Private Wealth Advisor at Rockefeller Capital Management
Location: Wilmington, North Carolina, United States 4 work roles 2 schools
1 work email found @ubs.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email c****@ubs.com
LinkedIn Profile matched
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Current company
Rockefeller Capital Management
Role
Managing Director, Private Wealth Advisor
Location
Wilmington, North Carolina, United States
Company size
491 employees

Who is Chad Pearson, Cfp®, Cpwa®, Cepa? Overview

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Quick answer

Chad Pearson, Cfp®, Cpwa®, Cepa is listed as Managing Director, Private Wealth Advisor at Rockefeller Capital Management, a company with 491 employees, based in Wilmington, North Carolina, United States. AeroLeads shows a work email signal at ubs.com and a matched LinkedIn profile for Chad Pearson, Cfp®, Cpwa®, Cepa.

Chad Pearson, Cfp®, Cpwa®, Cepa previously worked as Senior Vice President - Decision Point Wealth Consulting at Ubs Financial Services Inc. and VP, CFP Financial Advisor at Merrill Lynch. Chad Pearson, Cfp®, Cpwa®, Cepa holds Bsba, Business Administration from Unc Kenan-Flagler Business School.

Company email context

Email format at Rockefeller Capital Management

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*@ubs.com
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AeroLeads found 1 current-domain work email signal for Chad Pearson, Cfp®, Cpwa®, Cepa. Compare company email patterns before reaching out.

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Profile bio

About Chad Pearson, Cfp®, Cpwa®, Cepa

Decision Point Wealth Partners has the knowledge and capabilities to successfully navigate the complexities of wealth. Over the last twenty years, our team has developed a proven process of wealth management. Through our unique discovery process we gain a thorough understanding of you and your family. This enables us to create and implement proactive strategies to build and protect your wealth. You get to have more time to focus on what is important to you knowing you have a road map to follow with a partner you can trust.

Listed skills include Wealth Management, Strategic Financial Planning, Strategy, Entrepreneurship, and 4 others.

Current workplace

Chad Pearson, Cfp®, Cpwa®, Cepa's current company

Company context helps verify the profile and gives searchers a useful next step.

Rockefeller Capital Management
Rockefeller Capital Management
Managing Director, Private Wealth Advisor
Wilmington, NC, US
Website
rockco.com
Employees
491
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Company profile
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4 roles

Chad Pearson, Cfp®, Cpwa®, Cepa work experience

A career timeline built from the work history available for this profile.

Team & coworkers

Colleagues at Rockefeller Capital Management

Other employees you can reach at rockco.com. View company contacts for 491 employees →

LJ Lauren Johnson Lauren Johnson Colleague at Rockefeller Capital Management London, England, United Kingdom, United Kingdom View → CM Colton Myers Colton Myers Colleague at Rockefeller Capital Management St Simons Island, Georgia, United States, United States View → HH Holahola Hola Holahola Hola Colleague at Rockefeller Capital Management Guatemala City, Guatemala, Guatemala, Guatemala View → PC Paul Criscione Paul Criscione Colleague at Rockefeller Capital Management United States, United States View → MM Maggie Mccoole Maggie Mccoole Colleague at Rockefeller Capital Management New York, New York, United States, United States View → TD Trent Douglas, Cfp® Trent Douglas, Cfp® Colleague at Rockefeller Capital Management Atlanta Metropolitan Area, United States View → JR Jason R. Thompson Jason R. Thompson Colleague at Rockefeller Capital Management Philadelphia, Pennsylvania, United States, United States View → FD F. Donald Farnsworth F. Donald Farnsworth Colleague at Rockefeller Capital Management San Diego, California, United States, United States View → AN Amrita Nair Amrita Nair Colleague at Rockefeller Capital Management Atlanta Metropolitan Area, United States View → LW Liberty Wealth Partners Liberty Wealth Partners Colleague at Rockefeller Capital Management New York, New York, United States, United States View →
2 education records

Chad Pearson, Cfp®, Cpwa®, Cepa education

FAQ

Frequently asked questions about Chad Pearson, Cfp®, Cpwa®, Cepa

Quick answers generated from the profile data available on this page.

What company does Chad Pearson, Cfp®, Cpwa®, Cepa work for?

Chad Pearson, Cfp®, Cpwa®, Cepa works for Rockefeller Capital Management.

What is Chad Pearson, Cfp®, Cpwa®, Cepa's role at Rockefeller Capital Management?

Chad Pearson, Cfp®, Cpwa®, Cepa is listed as Managing Director, Private Wealth Advisor at Rockefeller Capital Management.

What is Chad Pearson, Cfp®, Cpwa®, Cepa's email address?

AeroLeads has found 1 work email signal at @ubs.com for Chad Pearson, Cfp®, Cpwa®, Cepa at Rockefeller Capital Management.

Where is Chad Pearson, Cfp®, Cpwa®, Cepa based?

Chad Pearson, Cfp®, Cpwa®, Cepa is based in Wilmington, North Carolina, United States while working with Rockefeller Capital Management.

What companies has Chad Pearson, Cfp®, Cpwa®, Cepa worked for?

Chad Pearson, Cfp®, Cpwa®, Cepa has worked for Rockefeller Capital Management, Ubs Financial Services Inc., and Merrill Lynch.

Who are Chad Pearson, Cfp®, Cpwa®, Cepa's colleagues at Rockefeller Capital Management?

Chad Pearson, Cfp®, Cpwa®, Cepa's colleagues at Rockefeller Capital Management include Lauren Johnson, Colton Myers, Holahola Hola, Paul Criscione, and Maggie Mccoole.

How can I contact Chad Pearson, Cfp®, Cpwa®, Cepa?

You can use AeroLeads to view verified contact signals for Chad Pearson, Cfp®, Cpwa®, Cepa at Rockefeller Capital Management, including work email, phone, and LinkedIn data when available.

What schools did Chad Pearson, Cfp®, Cpwa®, Cepa attend?

Chad Pearson, Cfp®, Cpwa®, Cepa holds Bsba, Business Administration from Unc Kenan-Flagler Business School.

What skills is Chad Pearson, Cfp®, Cpwa®, Cepa known for?

Chad Pearson, Cfp®, Cpwa®, Cepa is listed with skills including Wealth Management, Strategic Financial Planning, Strategy, Entrepreneurship, Philanthropy, Problem Solving, Business Analysis, and Cfp.

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