Philippa Lumsden, CFP® in

Philippa Lumsden, CFP®

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Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist at Morgan Stanley
📍 New York, New York, 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
9 Years
Current Role
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist
Job Level
Junior
Location
New York, New York, United States
Personality Overview

How Philippa 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 Philippa cares about

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

Work history

4-2022
Financial Advisor, CERTIFIED FINANCIAL PLANNER®, Financial Planning Specialist
Morgan Stanley
1-2020 - 3-2022
Wealth Advisor Training Program
Morgan Stanley
9-2019 - 1-2020
Investment Associate
Vanguard
9-2018 - 9-2019
Brokerage Investment Professional
Vanguard
9-2017 - 5-2018
Peer Learning Assistant
Gettysburg College
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2014 - 2018
Bachelor's degree
Gettysburg College
Education details unavailable
Montgomery High School
Certificate in Financial Planning
NYU School of Professional Studies
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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