Bradford Baker, CFP®, QPFC® in

Bradford Baker, CFP®, QPFC®

Sharpshooter · DISC type DC
Financial Advisor, Vice President, Corporate Retirement Director, Portfolio Manager at Morgan Stanley
📍 New York City 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
23 Years
Current Role
Financial Advisor, Vice President, Corporate Retirement Director, Portfolio Manager
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Bradford shows up

Fast But Analytical
Rigorous & Demanding
ROI Driven

They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success. They like to stay in control of the negotiation or defining of the terms.

Priorities

Topics Bradford cares about

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

Work history

1-2009
Financial Advisor, Vice President, Corporate Retirement Director, Portfolio Manager
Morgan Stanley
4-2004 - 1-2009
Financial Planning Specialist
Citi Family Office
6-2002 - 3-2004
Trust Administrator
PGB Trust & Investments
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2001
Business Management
Gettysburg College
1994 - 1997
Education details unavailable
Seton Hall Prepatory
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.

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