Kelsey Taylor in

Kelsey Taylor

Commander · DISC type D
Associate Vice President, Financial Advisor at Morgan Stanley
📍 Memphis 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.

Login to view overviewLogin to view overview
Experience
18 Years
Current Role
Associate Vice President, Financial Advisor
Job Level
Senior
Location
Memphis Metropolitan Area, United States
Personality Overview

How Kelsey shows up

Risk-Taker
Very Quick
Strong-Willed

They take a lot of pride in personal achievements. They are not always relationship oriented. They prefer to be the ones controlling the conversation or defining the terms.

Priorities

Topics Kelsey 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

1-2025
Associate Vice President, Financial Advisor
Morgan Stanley
9-2022 - 1-2025
Financial Advisor
Morgan Stanley
7-2017 - 9-2022
Financial Advisor
Wells Fargo Advisors
12-2014 - 6-2017
Key Account Associate- Lead
Creative Co-Op, Inc.
10-2010 - 6-2017
Key Account Executive
Creative Co-Op, Inc.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to viewLogin to view media
Education
2003 - 2007
Bachlor of Science
University of Tennessee, Knoxville
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 Kelsey. Free, 10 seconds.