John Letourneau in

John Letourneau

Examiner · DISC type cs
Senior Vice President Financial Advisor at Morgan Stanley
📍 Sarasota, Florida, 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
18 Years
Current Role
Senior Vice President Financial Advisor
Job Level
Leadership
Location
Sarasota, Florida, United States
Personality Overview

How John shows up

Overcautious
Late Adopter
Status Quo Seeker

The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end. They are thorough and always follow a systematic approach.

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

4-2025
Senior Vice President Financial Advisor
Morgan Stanley
2-2015 - 4-2025
Senior Vice President – Branch Director, Financial Advisor
RBC Wealth Management
1-1987 - 1-1995
Treasury Officer
John Hancock
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1991
Master of Business Administration
New Hampshire University
1983
Bachelor of Science
Bentley 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.

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