Keri Burton, CFP®, CEPA® in

Keri Burton, CFP®, CEPA®

Inquirer · DISC type dc
Senior Vice President, Financial Advisor at Morgan Stanley
📍 Greater Minneapolis-St. Paul 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
23 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Greater Minneapolis-St. Paul Area, United States
Personality Overview

How Keri shows up

ROI Conscious
Upfront
Hard To Convince

They respond well to confident salespeople. They care equally about the product and its potential impact. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Keri cares about

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

Work history

8-2010
Senior Vice President, Financial Advisor
Morgan Stanley
4-2009 - 7-2010
Junior Financial Advisor/Business Manager
Legacy Wealth
10-2005 - 3-2009
Junior Financial Advisor/Business Manager
Fortune Financial
4-2004 - 10-2005
Personal Banker
Wells Fargo Bank
6-2000 - 6-2002
Financial Advisor
Northwestern Mutual Life
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1996 - 2000
Bachelor of Science
St. Cloud State University
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.

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