Mary McGovern, CFP® in

Mary McGovern, CFP®

Questioner · DISC type c
Financial Advisor, NMLS #1629347 at Morgan Stanley
📍 Greater Chicago 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
21 Years
Current Role
Financial Advisor, NMLS #1629347
Location
Greater Chicago Area, United States
Personality Overview

How Mary shows up

Price-Sensitive
Not Easily Convinced
Cautious & Analytical

While they don't hesitate to ask questions, they are generally risk-averse and tend to be late adopters. They prefer to do thorough analysis of any situation. They generally do not appreciate an overfriendly approach and prefer to stay to-the-point.

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

9-2012
Financial Advisor, NMLS #1629347
Morgan Stanley
5-1997 - 9-1999
Equity Research Analyst
Northern Trust Asset Management
11-1994 - 5-1997
International Equity Research Analyst
Northern Trust Asset Management
11-1993 - 11-1994
Junior Equity Research Analyst
Northern Trust Asset Management
8-1992 - 11-1993
Performance Analysis Team Leader
Northern Trust Corporation
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1994 - 1997
MBA
DePaul University - Charles H. Kellstadt Graduate School of Business
1987 - 1991
B.S. Business Administration
Eastern Illinois University
1983 - 1987
Education details unavailable
Mother McAuley High School
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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