Gary Bergeron, CPWA® CPM® CRPS® QPFC in

Gary Bergeron, CPWA® CPM® CRPS® QPFC

Critic · DISC type C
Financial Advisor, Family Wealth Advisor at Morgan Stanley
📍 Portland, Maine 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
31 Years
Current Role
Financial Advisor, Family Wealth Advisor
Location
Portland, Maine Metropolitan Area, United States
Personality Overview

How Gary shows up

Critic
Negotiator
Objective Thinker

They don’t appreciate bells and whistles unless backed by data. They enjoy working alone and do not rely on others very often. They are quite likely to negotiate on pricing or other key terms.

Priorities

Topics Gary cares about

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

Work history

7-2009
Financial Advisor, Family Wealth Advisor
Morgan Stanley
1994 - 2009
Merchandising Manager / Strategic Planning
L.L.Bean
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Education details unavailable
Colby College
Education details unavailable
Pinkerton Academy
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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