Deborah Sullivan, CFP® in

Deborah Sullivan, CFP®

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Financial Advisor at Morgan Stanley
📍 San Luis Obispo County, California, 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
31 Years
Current Role
Financial Advisor
Location
San Luis Obispo County, California, United States
Personality Overview

How Deborah 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 Deborah cares about

Strategic Priorities
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Career

Work history

8-2012
Financial Advisor
Morgan Stanley
1-2010 - 8-2012
Complex Business Development Officer
Morgan Stanley
4-2008 - 1-2010
Branch Manager
Morgan Stanley
1-2006 - 4-2008
District Sales Manager
Morgan Stanley
7-2002 - 1-2006
Regional VP
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1992
BA
University of Rochester
1984 - 1988
High School Diploma
Cohasset High School
Social presence
in
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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