Mary McEachern, CFP®, CRPC® in

Mary McEachern, CFP®, CRPC®

Login to view DISC.
Senior Portfolio Management Director, Executive Director, Insurance Planning Director at Morgan Stanley
📍 North Port-Sarasota 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 overview
Experience
37 Years
Current Role
Senior Portfolio Management Director, Executive Director, Insurance Planning Director
Job Level
Senior
Location
North Port-Sarasota Area, United States
Personality Overview

How Mary shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

Login to view personality overview.
Priorities

Topics Mary cares about

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

Work history

7-2021
Senior Portfolio Management Director, Executive Director, Insurance Planning Director
Morgan Stanley
10-2012 - 7-2021
Senior Vice President- Investments, PIM Portfolio Manager
Wells Fargo Advisors
8-2006 - 10-2012
Vice President- Investments, Portfolio Manager
Merrill Lynch
10-1999 - 8-2006
Vice-President - Investments PIA Portfolio Manager
Smith Barney /Citigroup
10-1987 - 10-1999
Financial Advisor
PaineWebber
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
2016 - 2016
Certified Private Wealth Advisor® Education Program
The University of Chicago Booth School of Business
1985 - 1987
B.A. Economics
North Carolina State University
1983 - 1985
AA
St. Mary's College
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

Login to view DISC.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

John Burghardt
John Burghardt
Incoming 2026 Summer IG Sales and Trading Intern
Morgan Stanley
 Shawn Abrams
Shawn Abrams
VP; Lead Cybersecurity Operations
Morgan Stanley
 Lauren Collett
Lauren Collett
Experienced Hire Lead - Institutional Securities Investment Management & Wealth EMEA
Morgan Stanley
 Russell Schmidt
Russell Schmidt
Managing Director
Morgan Stanley

More profiles

Discover additional public profiles from our index.

Carlos Peña
Carlos Peña
VP Branch Manager - MultiSite
JPMorgan Chase & Co.
 Christina Elmore
Christina Elmore
Branch Manager
Ameris Bank
SW
Shirley Walker
Supervisor Mortgage Loan Ops
Navy Federal Credit Union
 Fareda Mohammed
Fareda Mohammed
Assistant Manager
BrightStar Credit Union
Unlock the full playbookSee exactly how to sell to Mary. Free, 10 seconds.