Anthony Civitillo in

Anthony Civitillo

Questioner · DISC type c
Financial Advisor, CFP® at Morgan Stanley
📍 Fort Myers, Florida, 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
18 Years
Current Role
Financial Advisor, CFP®
Location
Fort Myers, Florida, United States
Personality Overview

How Anthony shows up

Systematic
Cautious & Analytical
Not Easily Convinced

They prefer to fully evaluate every situation. They are more likely than others to negotiate on pricing and terms. While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Anthony cares about

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

Work history

2-2015
Financial Advisor, CFP®
Morgan Stanley
8-2010 - 2-2015
Financial Advisor
Merrill Lynch
6-2007 - 8-2010
Client Service Associate
UBS Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2003 - 2007
Bachelor of Business Administration
Iona College
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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