David Finston, CFP®, CPWA® in

David Finston, CFP®, CPWA®

Inquirer · DISC type cd
Financial Advisor at Morgan Stanley
📍 San Francisco Bay Area, 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
5 Years
Current Role
Financial Advisor
Location
San Francisco Bay Area, United States
Personality Overview

How David shows up

Hard To Convince
ROI Conscious
Upfront

They don’t always try to control the conversation but neither do they like yielding it fully. They respond well to confident salespeople. They care equally about the product and its potential impact.

Priorities

Topics David cares about

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

Work history

2-2025
Financial Advisor
Morgan Stanley
2-2022 - 1-2025
Financial Consultant
E*TRADE from Morgan Stanley
10-2019 - 2-2022
Financial Advisor
Merrill Lynch Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2008
Bachelor's Degree
Humboldt State University
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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