Elizabeth McNeilly, CFP® in

Elizabeth McNeilly, CFP®

Go-getter · DISC type d
Executive Director at Morgan Stanley
📍 New York City Metropolitan 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
39 Years
Current Role
Executive Director
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Elizabeth shows up

Fast-Paced
Self-Confident
Decisive

They focus on objectivity in a pitch and pay little attention to bells and whistles. They can be nudged to make faster decisions by offering what they value. They respond well to confident salespeople.

Priorities

Topics Elizabeth cares about

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

Work history

9-2020
Executive Director
Morgan Stanley
8-2012 - 9-2020
Senior Director and Senior Wealth Manager
BNY Mellon Wealth Management
6-1998 - 9-2012
Chief Investment Officer / Chief Financial Officer
MKJ Capital Family Office
7-1985 - 3-1998
Senior Vice President and Team Leader
Chase Manhattan Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1993
MBA
NYU Stern School of Business
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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