Clifford James Schulz, CFP® in

Clifford James Schulz, CFP®

Judge · DISC type Dc
Financial Advisor at Morgan Stanley
📍 Fort Myers, 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.

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Experience
40 Years
Current Role
Financial Advisor
Location
Fort Myers, Florida, United States
Personality Overview

How Clifford shows up

Objective Thinker
Quality Focused
Features Driven

They are very proud of what they do. More than the product, they care about the effectiveness of the product. They like to be in a position where they can control the conversation and terms.

Priorities

Topics Clifford cares about

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

Work history

5-2005
Financial Advisor
Morgan Stanley
1978 - 7-1998
Controller & Chief Accounting Officer
Safety-Kleen Corp.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1976 - 1980
BS
Northern Illinois University
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.

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