David Giulieri, CFP® in

David Giulieri, CFP®

Sharpshooter · DISC type DC
Managing Director, Wealth Management, Financial Advisor at Morgan Stanley
📍 Washington DC-Baltimore 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
30 Years
Current Role
Managing Director, Wealth Management, Financial Advisor
Job Level
Mid-senior
Location
Washington DC-Baltimore Area, United States
Personality Overview

How David shows up

Precise But Practical
Thorough Evaluator
ROI Driven

They respond better to strong and respectful interactions. They like to stay in control of the negotiation or defining of the terms. They do not care very much about building rapport or relationships.

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

9-1994
Managing Director, Wealth Management, Financial Advisor
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1990
Education details unavailable
University of Maryland College Park
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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