Brooke Reilly in

Brooke Reilly

Evaluator · DISC type Dcs
Financial Advisor at Morgan Stanley
📍 Tompkins County, New York, 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
19 Years
Current Role
Financial Advisor
Location
Tompkins County, New York, United States
Personality Overview

How Brooke shows up

Thorough Evaluator
Hard To Convince
Quality Focused

They focus on the results, but can still be quite procedural and analytical about how to get there They are not very likely to become strong advocates of your product or service They have a unique set of diverse traits where they are decisive and methodical but can sometimes be extra cautious and skeptical

Priorities

Topics Brooke cares about

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

Work history

7-2016
Financial Advisor
Morgan Stanley
1-2011 - 7-2016
Registered Client Associate
Wells Fargo Advisors
12-2008 - 1-2011
Registered Client Associate
Merrill Lynch
7-2006 - 12-2008
Brokerage Operations Representative
HSBC Retail Banking and Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2006
Bacheler of Science
St. John Fisher College
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.

Other Morgan Stanley Employees

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