Kurt Overton, CFP® in

Kurt Overton, CFP®

Examiner · DISC type cs
Senior Vice President | Wealth Management | Financial Advisor at Morgan Stanley
📍 Washington DC-Baltimore 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
31 Years
Current Role
Senior Vice President | Wealth Management | Financial Advisor
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Kurt shows up

Late Adopter
Unexpressive
Overcautious

They do not like taking risks at all and go for proven options in the end. They are heavily focused on quality and prefer doing things the right way, even if it takes time. The only way to convince them is by showing them examples and ample proof.

Priorities

Topics Kurt cares about

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

Work history

7-2005
Senior Vice President | Wealth Management | Financial Advisor
Morgan Stanley
10-1999 - 7-2005
Branch Manager
Cintas
5-1994 - 9-1999
Captain
United States Army
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1990 - 1994
Bachelor of Science
Cornell 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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