Brett Wallace, CEPA®, CFP®, CPWA®, QPFC in

Brett Wallace, CEPA®, CFP®, CPWA®, QPFC

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First Vice President - Senior Portfolio Manager - Insurance Planning Director at Morgan Stanley
📍 Greater Philadelphia, 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.

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Experience
5 Years
Current Role
First Vice President - Senior Portfolio Manager - Insurance Planning Director
Job Level
Leadership
Location
Greater Philadelphia, United States
Personality Overview

How Brett shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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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

2010
First Vice President - Senior Portfolio Manager - Insurance Planning Director
Morgan Stanley
9-2007 - 3-2020
Instructor
Maplezone
5-2010 - 9-2010
Pro Baseball Player
Winnipeg Goldeyes Baseball Club
5-2007 - 9-2009
Pro Baseball Player
Gary Southshore Railcats
2005 - 2007
Instructor
All Star Baseball Academy
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2019 - 2020
CPWA® Certification
Yale University
2003 - 2006
Bachelor of Science
West Chester University of Pennsylvania
2001 - 2003
Education details unavailable
University of Delaware
Social presence
in
Behavioral profile

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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