Brian McKenna, CPWA®, RMA® in

Brian McKenna, CPWA®, RMA®

Login to view DISC.
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management
📍 Delray Beach, Florida, 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.

Login to view overview
Experience
18 Years
Current Role
Wealth Management Advisor, Vice President
Job Level
Senior
Location
Delray Beach, Florida, United States
Personality Overview

How Brian 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.

Login to view personality overview.
Priorities

Topics Brian cares about

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

Work history

4-2017
Wealth Management Advisor, Vice President
Merrill Lynch Wealth Management
3-2016 - 6-2016
Managing Director, Cross Assets and Special Situations Sales and Trading
CG Capital Markets
2-2005 - 10-2014
Managing Director, Convertible and Equity Linked Securities Sales and Trading
Cantor Fitzgerald & Co.
9-2006 - 3-2010
Hockey Coach
Greenwich Skating Club
2-2004 - 2-2005
Sales
University Sports Publications
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
High School
Kent School
Bachelor's Degree
Stony Brook University
Yale School of Management
Yale University, CPWA® Certificate Program
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.

Login to view DISC.

Other Merrill Lynch Wealth Management Employees

Explore more public profiles from related professionals.

Erik Zimmerman
Erik Zimmerman
Client Relationship Manager, Vice President
Merrill Lynch Wealth Management
 Sharam Pavri, CTFA
Sharam Pavri, CTFA
Financial Advisor, Vice President
Merrill Lynch Wealth Management
 Syed Rumin
Syed Rumin
Financial Advisor
Merrill Lynch Wealth Management

More profiles

Discover additional public profiles from our index.

Smriti Joshi
Smriti Joshi
Associate Manager
Publicis Global Delivery (PGD)
 Bryan T. Kelly, MD, MBA
Bryan T. Kelly, MD, MBA
President and CEO, Surgeon-in-Chief Emeritus for Hospital for Special Surgery
Hospital for Special Surgery
 Analyn Sahachaisere
Analyn Sahachaisere
Senior Premier Banker
Wells Fargo
 Lee Ward
Lee Ward
Vice President
Resurgens Technology Partners
Unlock the full playbookSee exactly how to sell to Brian. Free, 10 seconds.