Marc Jacobson in

Marc Jacobson

Examiner · DISC type sc
Managing Director | Private Wealth Advisor at Morgan Stanley
📍 St. Petersburg, Florida, 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
12 Years
Current Role
Managing Director | Private Wealth Advisor
Job Level
Mid-senior
Location
St. Petersburg, Florida, United States
Personality Overview

How Marc shows up

Overcautious
Process Oriented
Late Adopter

The only way to convince them is by showing them examples and ample proof. Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Priorities

Topics Marc cares about

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

Work history

8-2012
Managing Director | Private Wealth Advisor
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1988 - 1992
Bachelor Degree
University of Michigan
Social presence
in
Behavioral profile

DISC profile (public)

s

Steadiness (S)

Steadiness (S) reflects the degree to which a person is likely to focus on cooperation, support and taking everyone along. Those scoring high tend to be consistent and calm.

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