Christopher Scoletti, CFP®, CPWA® in

Christopher Scoletti, CFP®, CPWA®

Critic · DISC type C
First Vice President, CERTIFIED FINANCIAL PLANNER™, Financial Planning Specialist at Morgan Stanley
📍 Greater Pittsburgh Region, 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
20 Years
Current Role
First Vice President, CERTIFIED FINANCIAL PLANNER™, Financial Planning Specialist
Job Level
Senior
Location
Greater Pittsburgh Region, United States
Personality Overview

How Christopher shows up

Precise
Objective Thinker
ROI Driven

They like to do things independently and don’t look for support from others. Unless the value is proven by data, they are unlikely to value fancy features. They choose to analyze logically and value facts to emotions.

Priorities

Topics Christopher cares about

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

Work history

8-2005
First Vice President, CERTIFIED FINANCIAL PLANNER™, Financial Planning Specialist
Morgan Stanley
7-2004 - 4-2005
Software/Systems Sales Representative
IBM
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2021 - 2022
Wealth Management Theory & Practice
Yale School of Management
2001 - 2004
Bachelor of Business Administration
University of Notre Dame
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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