Katie DuBois in

Katie DuBois

Login to view DISC.
Senior Vice President, Financial Advisor at Morgan Stanley
📍 Los Angeles Metropolitan Area, United States

Katie DuBois is a Senior Vice President and Financial Advisor with the award-winning Oaks Group at Morgan Stanley. Her team was ranked #1 in California by Forbes. A graduate of UCLA with a B. A. in Economics, she focuses on comprehensive financial planning and has been named to the Pacesetters Club.

Originally from the Santa Clarita Valley, Katie now lives in Ventura County with her husband, two children, and two Labrador Retrievers. She spends her free time reading, going to the gym, running Spartan races, and cheering for the New England Patriots.

Interesting fact: Katie earned her Bachelors degree in Economics from UCLA in just three years.

Read the full overview →
Experience
8 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Los Angeles Metropolitan Area, United States
Personality Overview

How Katie 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.

Login to view personality overview.
Priorities

Topics Katie cares about

Wealth Management
Her team, The Oaks Group, was ranked #1 in California by Forbes in 2026 and manages over $2. 3 billion in assets for high-net-worth clients.
Financial Planning
Her passion is helping individuals and families make prudent, goal-oriented financial choices so they can spend more time on what they love in life.
+5 more topics Login to view topics
Career

Work history

7-2018
Senior Vice President, Financial Advisor
Morgan Stanley
7-2017 - 6-2018
Account Manager
Insight Global
In the press

Media appearances

Katie DuBois Receives Promotion at Morgan Stanley Wealth Management. Featured in Morgan Stanley (Press Release)
See now
Katie DuBois - Morgan Stanley Wealth Management. Featured in Forbes
+2 more appearances Login to view media
Education
Bachelor's
UCLA
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.

Login to view DISC.

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 Katie. Free, 10 seconds.