Brad M Wilk, CFP®
Planner · DISC type ScBrad 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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They are heavily focused on quality and prefer doing things the right way, even if it takes time. They do not like taking risks at all and go for proven options in the end. The only way to convince them is by showing them examples and ample proof.
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Steadiness (S)
Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.
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