Janna Magdaleno, CFP®, CRPC® in

Janna Magdaleno, CFP®, CRPC®

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Vice President | Investment Consultant | Wealth Planning Specialist at Morgan Stanley
📍 Orinda, California, United States

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Experience
16 Years
Current Role
Vice President | Investment Consultant | Wealth Planning Specialist
Job Level
Senior
Location
Orinda, California, United States
Personality Overview

How Janna 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 Janna cares about

Strategic Priorities
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Career

Work history

8-2022
Vice President | Investment Consultant | Wealth Planning Specialist
Morgan Stanley
4-2019 - 7-2022
Senior Vice President, Private Client Manager II
Bank of America Private Bank
5-2014 - 4-2019
Vice President, Consumer Banking & Merrill Market Leader
Bank of America Merrill Lynch
8-2012 - 5-2014
Vice President, Financial Solutions Advisor
Bank of America Merrill Lynch
6-2010 - 8-2012
Financial Advisor
Bank of America Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor's Degree
Santa Clara University
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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