Jesse Cordoba, CFP®, CIMA®

Observer
DISC Type : ci

Managing Partner at Red Reef Advisors, LLC

Boca Raton, Florida, United States

Overview

Jesse Cordoba is the Managing Partner and Founder of Red Reef Advisors, drawing on over two decades of experience in the financial industry, including a tenure as Executive Director at Morgan Stanley. He holds a Certified Investment Management Analyst (CIMA®) designation from The Wharton School.

Based in Fort Lauderdale, Florida, with his wife and two children, Jesse is an avid outdoorsman. He frequently spends his personal time enjoying marine activities such as boating, fishing, and diving.

After a long, successful career at a major firm like Morgan Stanley, he founded his own wealth advisory practice.

Personality Overview

Value Driven

Example Seeker

Curious

They often ask many questions and rely heavily on information and documentation.  They are generally good communicators and can be hard to convince. They can sound friendly and charming but can quickly change gears to become inquisitive and probing.

Topics They Care About

Private Wealth Management
As the founder of Red Reef Advisors, his career is centered on providing fee-based advisory services and financial planning for private clients.
Investment Strategy
Holds a CIMA® designation from Wharton and managed consulting groups at Morgan Stanley, underscoring his expertise in advanced investment strategies.
Boating and Fishing
His company bio highlights that he is an avid boater, fisherman, and diver, enjoying the waters around his home in Fort Lauderdale, Florida.

Media Appearances

Jesse has no verified media appearances

Work History

1-2015
Managing Partner at Red Reef Advisors, LLC
3-2011 - 3-2013
Director of Global Distribution- Private Wealth Management, Consulting Group at Morgan Stanley Wealth Management
8-2009 - 3-2011
Executive Director, Consulting Group at Morgan Stanley Wealth Management
12-2007 - 8-2009
Southeastern U.S Divisional Sales Manager, Consulting Services Group at Morgan Stanley Wealth Management
12-2006 - 12-2007
Eastern U.S. Divisional Sales Manager, Investment Product at Morgan Stanley Wealth Management

Education

2010 - 2010
Certified Investment Management Analyst from The Wharton School
1988 - 1992
Bachelor of Business Administration (B.B.A.) from East Carolina University - College of Business

More Information

Social Presence :

Prographics :

Exp : 29 Location : Boca Raton, Florida, United States Job Level : N/A Designation : Managing Partner at Red Reef Advisors, LLC
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Insights For Selling To Jesse

During A Call Or A Meeting

DO's

  • Help them understand the risk aspect fully while inspiring confidence
  • Share testimonials from known people and give multiple examples of product value
  • Use phrases like ‘clear proof that’, ‘data shows’ etc.

DONT's

  • Avoid making offhand commitments
  • Don’t be too objective but make sure to pad your storytelling with data points
  • Don’t rely excessively on your relationship with them to win the deal

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jesse is

  • Clear proof of product value matters to them, followed by others' testimonials and rapport.
  • Will you ever get a clear answer from Jesse

  • They are practical and friendly, don't expect a clear-cut response often.

Insights For Deal Planning

    How fast (or slow) will Jesse move?

  • They like to be detailed and take their time to arrive at decisions.
  • Can Jesse take some risk or not?

  • They systematically evaluate all decisions and are unlikely to take many risks.

You And Jesse

Personality Compatibility


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