Brad M Wilk, CFP®
Login to view DISC.Brad M Wilk is a Senior Vice President and Key Private Client Wealth Market Leader at Key Investment Services, overseeing the region from Cleveland to Erie. A Certified Financial Planner (CFP®) and University of Mount Union graduate, he has an extensive background in wealth management and private client advising.
Outside of his professional life, Brad is a vocal supporter of Cleveland sports, particularly the Cavaliers. He frequently expresses pride in his teams accomplishments and is passionate about building a collaborative and successful work environment.
He spent over a decade at JPMorganChase in various roles before taking on his current leadership position at KeyBank.
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DISC profile (public)
DISC behavioral profile
Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.
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