Jim Weaver, CFP® in

Jim Weaver, CFP®

Go-getter · DISC type d
CFP®, Vice President, Senior Portfolio Manager, Financial Advisor at Morgan Stanley
📍 Greater Chicago 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
CFP®, Vice President, Senior Portfolio Manager, Financial Advisor
Job Level
Leadership
Location
Greater Chicago Area, United States
Personality Overview

How Jim shows up

Vision Oriented
Fast-Paced
Self-Confident

They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully. They can be nudged to make faster decisions by offering what they value.

Priorities

Topics Jim 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

11-2008
CFP®, Vice President, Senior Portfolio Manager, Financial Advisor
Morgan Stanley
8-1994 - 11-2008
CFP®, Vice President, Financial Advisor, Portfolio Manager
Merrill Lynch Investment Managers
10-1981 - 8-1994
Sales/Sales Management
Tyco International
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2005 - 2007
Master of Science
The College for Financial Planning
1971 - 1975
Bachelor of Arts
Ramapo College of New Jersey
1968 - 1971
Graduate
Butler High School, Butler, New Jersey
Social presence
in
Behavioral profile

DISC profile (public)

d

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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 Jim. Free, 10 seconds.