Charles E. Weinrich, CFP® CDFA® in

Charles E. Weinrich, CFP® CDFA®

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Senior Vice President | Portfolio Management Director | Financial Advisor at Morgan Stanley
📍 Naples, 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.

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Experience
29 Years
Current Role
Senior Vice President | Portfolio Management Director | Financial Advisor
Job Level
Leadership
Location
Naples, Florida, United States
Personality Overview

How Charles 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 Charles cares about

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

Work history

11-2016
Senior Vice President | Portfolio Management Director | Financial Advisor
Morgan Stanley
5-2011 - 11-2016
Senior Vice President, Private Financial Advisor
SunTrust Investment Services Inc.
5-2006 - 5-2011
VP, Wealth Management Advisor
Fifth Third Private Bank
8-2001 - 5-2006
Vice President and Area Investment Manager
Citicorp Investment Services Inc.
6-1997 - 8-2001
AVP and District Manager
CFS Investments Inc./ CFS Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2016
CFP
New York University
1991 - 1993
Bachelor of Science
Stony Brook University
1989 - 1991
Double Major Biology and Chemistry
Virginia Wesleyan University
Social presence
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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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