Michael Reszkowski, CFP®, CEPA® in

Michael Reszkowski, CFP®, CEPA®

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Financial Advisor at Morgan Stanley
📍 Red Bank, New Jersey, 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.

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Experience
5 Years
Current Role
Financial Advisor
Location
Red Bank, New Jersey, United States
Personality Overview

How Michael 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.

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Priorities

Topics Michael cares about

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

Work history

12-2024
Financial Advisor
Morgan Stanley
7-2021 - 12-2024
Financial Planning Analyst
Morgan Stanley
11-2020 - 7-2021
Senior Investment Specialist
Merrill Edge
1-2020 - 11-2020
Financial Services Representative
Merrill Edge
1-2019 - 2-2019
Intern
Four Springs Capital Trust
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2015 - 2019
Bachelor of Science - BS
University of Delaware
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.

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