James Stuart in

James Stuart

Questioner · DISC type c
Financial Advisor at Morgan Stanley
📍 Dayton 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
14 Years
Current Role
Financial Advisor
Location
Dayton Metropolitan Area, United States
Personality Overview

How James shows up

Price-Sensitive
Value Seeker
Systematic

They generally do not appreciate an overfriendly approach and prefer to stay to-the-point. It is quite likely of them to ask for pricing or other concessions. They prefer to fully evaluate every situation.

Priorities

Topics James cares about

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

Work history

9-2019
Financial Advisor
Morgan Stanley
11-2016 - 2019
Registered Associate
Morgan Stanley
7-2007 - 5-2015
Management
Buffalo Wild Wings
8-2012 - 6-2013
Live Sound Engineer
Freelance
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2010 - 2013
Bachelor of Arts (B.A.)
Art Institute of Tennessee-Nashville
2007 - 2008
Visual Communication Technology
Bowling Green 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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