Mary Ervin, CPWA® in

Mary Ervin, CPWA®

Inquirer · DISC type cd
Financial Advisor & Senior Vice President 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
17 Years
Current Role
Financial Advisor & Senior Vice President
Job Level
Leadership
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Mary shows up

Judgemental
Demanding
Hard To Convince

They can be nudged to make faster decisions by offering what they value. They focus on objectivity in a pitch and pay little attention to bells and whistles. They don’t always try to control the conversation but neither do they like yielding it fully.

Priorities

Topics Mary cares about

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

Work history

5-2017
Financial Advisor & Senior Vice President
Morgan Stanley
9-2014 - 2017
Analyst III
MicroSeismic, Inc.
2-2012 - 9-2014
Geologist III
MicroSeismic, Inc.
8-2011 - 2-2012
CEO
Mary S Ellison Consulting
1-2009 - 12-2011
Graduate Research Assistant
University of New Orleans
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2011
M.S
University of New Orleans
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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