Patrick Taylor, CFP® in

Patrick Taylor, CFP®

Critic · DISC type C
Senior Vice President, Financial Advisor at Morgan Stanley
📍 San Francisco Bay 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
16 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
San Francisco Bay Area, United States
Personality Overview

How Patrick shows up

Information Seeker
Objective Thinker
ROI Driven

They like to do things independently and don’t look for support from others. They choose to analyze logically and value facts to emotions. Unless the value is proven by data, they are unlikely to value fancy features.

Priorities

Topics Patrick cares about

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

Work history

4-2017
Senior Vice President, Financial Advisor
Morgan Stanley
10-2013 - 3-2017
Group Director & Wealth Management Associate
Morgan Stanley
2-2010 - 10-2013
Financial Consultant
AXA Advisors
9-2008 - 12-2009
Payroll Consultant
Paychex
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2006
Bachelor of Arts (B.A.)
California Polytechnic State University-San Luis Obispo
2002 - 2004
Associate's degree
Santa Rosa Junior College
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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