Jerry G. Maize, CFP®* in

Jerry G. Maize, CFP®*

Sharpshooter · DISC type CD
Senior Vice President - Wealth Management, Financial Advisor at Morgan Stanley
📍 Los Angeles 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.

Login to view overviewLogin to view overview
Experience
43 Years
Current Role
Senior Vice President - Wealth Management, Financial Advisor
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Jerry shows up

Precise But Practical
Rigorous & Demanding
ROI Driven

They prefer to be the ones controlling the conversation or defining the terms. They take a lot of pride in personal achievements. They respond well to strong and respectful communication.

Priorities

Topics Jerry cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
Login to view topicsLogin to view topics
Career

Work history

2-1993
Senior Vice President - Wealth Management, Financial Advisor
Morgan Stanley
2-1988 - 2-1993
Sr. Vice President - Investments
Prudential Securities
9-1981 - 2-1988
Sr. Vice President - Investments
Merrill Lynch
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
1977 - 1981
BA
Colgate 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.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

More profiles

Discover additional public profiles from our index.

Unlock the full playbookSee exactly how to sell to Jerry. Free, 10 seconds.