Andre Turman, QPFC, C(k)P® in

Andre Turman, QPFC, C(k)P®

Critic · DISC type C
Financial Advisor at Morgan Stanley Wealth Management
📍 Albany, New York 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
20 Years
Current Role
Financial Advisor
Location
Albany, New York Metropolitan Area, United States
Personality Overview

How Andre shows up

Information Seeker
Precise
Objective Thinker

They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Andre cares about

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

Work history

3-2022
Financial Advisor
Morgan Stanley Wealth Management
8-2010 - 3-2022
Financial Advisor
Merrill Lynch Wealth Management
6-2009 - 8-2010
PROCESSOR/CONTRACTOR FOR BOFA
AREOTEK STAFFING
8-2004 - 12-2008
LOAN OFFICER
E-MORTGAGE, LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2018 - 2019
Other
University of Southern Califonia Davis School of Gerontology
2016 - 2018
Accredited Certificate Program
College for Financial Planning
1998 - 2000
Attended no Degree Conferred
University at Albany
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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