Aaron Sisk, CFP®, CEPA®, CRPC® in

Aaron Sisk, CFP®, CEPA®, CRPC®

Inquirer · DISC type dc
First Vice President - Financial Advisor at Morgan Stanley
📍 San Francisco, California, 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
29 Years
Current Role
First Vice President - Financial Advisor
Job Level
Senior
Location
San Francisco, California, United States
Personality Overview

How Aaron shows up

Demanding
Upfront
Hard To Convince

They focus on objectivity in a pitch and pay little attention to bells and whistles. They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Aaron cares about

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

Work history

11-2024
First Vice President - Financial Advisor
Morgan Stanley
5-2018 - 11-2024
First Vice President - Financial Advisor
RBC Wealth Management
9-2010 - 5-2018
Senior Financial Advisor, Assistant Vice President
Merrill Lynch Wealth Management, Bank of America Corporation
1-2006 - 9-2010
Retirement Planning Specialist
Morgan Stanley
3-2002 - 1-2006
Fixed Income Specialist
ML Stern & Company
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelor's Degree
University of California, Davis
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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