Robert Coe, CFP® in

Robert Coe, CFP®

Sharpshooter · DISC type DC
Financial Advisor at Morgan Stanley
📍 New York City Metropolitan 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.

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Experience
8 Years
Current Role
Financial Advisor
Location
New York City Metropolitan Area, United States
Personality Overview

How Robert shows up

Thorough Evaluator
Fast But Analytical
Rigorous & Demanding

They are less concerned about the product and more about its potential impact. They prefer to move quickly, and expect the same from others. They put a lot of effort into ensuring personal success.

Priorities

Topics Robert cares about

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

Work history

10-2020
Financial Advisor
Morgan Stanley
9-2019 - 10-2020
Commercial Real Estate Finance
UBS
8-2017 - 8-2019
GTP Analyst
UBS
6-2016 - 8-2016
Summer Analyst
UBS Wealth Management
6-2015 - 8-2015
Summer Wealth Management Intern
Morgan Stanley
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2013 - 2017
Bachelor of Science - BS
Bucknell University
2010 - 2013
Education details unavailable
Chatham High School
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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