Brett Goldschmidt, CFP® in

Brett Goldschmidt, CFP®

Sharpshooter · DISC type CD
Financial Advisor, CFP® at Morgan Stanley
📍 Greater St. Louis, 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
24 Years
Current Role
Financial Advisor, CFP®
Location
Greater St. Louis, United States
Personality Overview

How Brett shows up

Fast But Analytical
Precise But Practical
Rigorous & Demanding

They like to move fast and expect the same from others. They take a lot of pride in personal achievements. They respond better to strong and respectful interactions.

Priorities

Topics Brett cares about

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

Work history

7-2001
Financial Advisor, CFP®
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2017 - 2018
Certified Financial Planner
Northwestern University
2000 - 2004
Bachelor of Science- Marketing
Maryville University
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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