Brian McCormack, CFP in

Brian McCormack, CFP

Questioner · DISC type c
Vice President - Financial Consultant at Charles Schwab
📍 Wilmington, North Carolina, 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
41 Years
Current Role
Vice President - Financial Consultant
Job Level
Senior
Location
Wilmington, North Carolina, United States
Personality Overview

How Brian shows up

Value Seeker
Cautious & Analytical
Systematic

It is quite likely of them to ask for pricing or other concessions. They prefer to analyze every situation thoroughly.
 While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters.

Priorities

Topics Brian cares about

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

Work history

10-2016
Vice President - Financial Consultant
Charles Schwab
6-2013 - 10-2016
Institutional Advisory Services
First Citizens Bank
1-2012 - 3-2013
Vice President, Financial Advisor
CapTrust
8-1999 - 11-2011
Institutional Business Development
BB&T
12-1995 - 7-1999
Vice President and Trust Officer
Centura Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Education details unavailable
North Carolina Wesleyan University
1979 - 1983
BA
North Carolina Wesleyan University
1991 - 1993
CFP
College for Financial Planning
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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