Amy Burgraff, CFP® in

Amy Burgraff, CFP®

Judge · DISC type Dc
Financial Advisor at Morgan Stanley
📍 Cincinnati Metropolitan 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
11 Years
Current Role
Financial Advisor
Location
Cincinnati Metropolitan Area, United States
Personality Overview

How Amy shows up

Features Driven
Generally Skeptic
Demanding

They like to stay in control of the negotiation or defining of the terms. They prefer to move quickly, and expect the same from others. They respond better to strong and respectful interactions.

Priorities

Topics Amy cares about

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

Work history

5-2016
Financial Advisor
Morgan Stanley
9-2015 - 4-2016
Financial Specialist
PNC
6-2013 - 6-2015
Financial Advisor
United Bank Inc
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2006 - 2010
Bachelor's degree
Northern Kentucky University
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.

Other Morgan Stanley Employees

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