John Burger, CIMA ®, CPWA ® in

John Burger, CIMA ®, CPWA ®

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Financial Advisor at Morgan Stanley
📍 Cincinnati 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
13 Years
Current Role
Financial Advisor
Location
Cincinnati Metropolitan Area, United States
Personality Overview

How John 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 John cares about

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

Work history

1-2020
Financial Advisor
Morgan Stanley
9-2019 - 2020
Senior Associate Advisory
KPMG US
2016 - 2019
Advisory Associate: Risk Consulting
KPMG US
2011 - 2016
Student-Athlete
Xavier University
6-2014 - 8-2014
Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2016
Master of Business Administration (M.B.A.)
Xavier University - Williams College of Business
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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