Jon Kempner, CFP®, CPWA® in

Jon Kempner, CFP®, CPWA®

Critic · DISC type C
First Vice President at Morgan Stanley
📍 New York City 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
First Vice President
Job Level
Senior
Location
New York City Metropolitan Area, United States
Personality Overview

How Jon shows up

Objective Thinker
Critic
ROI Driven

They are quite likely to negotiate on pricing or other key terms. They enjoy working alone and do not rely on others very often. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Jon cares about

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

Work history

8-2021
First Vice President
Morgan Stanley
5-2012 - 3-2022
Senior Financial Advisor, First Vice President
Merrill Lynch Wealth Management
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1985 - 1987
Master's Degree
University of Pennsylvania The Wharton School
1976 - 1980
Bachelor's Degree
Rutgers College
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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