Ronald Flohr, CFP® in

Ronald Flohr, CFP®

Critic · DISC type C
Financial Advisor at Morgan Stanley
📍 Washington DC-Baltimore 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
21 Years
Current Role
Financial Advisor
Location
Washington DC-Baltimore Area, United States
Personality Overview

How Ronald shows up

Negotiator
ROI Driven
Precise

They enjoy working alone and do not rely on others very often. Unless the value is proven by data, they are unlikely to value fancy features. They prefer to do logical analysis and value evidence over emotions.

Priorities

Topics Ronald 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
8-2015 - 10-2020
Financial Advisor
Merrill Lynch Wealth Management
9-2011 - 8-2015
Assistant Vice President
Wye Financial & Trust
7-2005 - 9-2011
Vice President
PNC Bank (Formerly Mercantile IWM)
6-2002 - 3-2004
Finanical Advisor
New England Financial
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
1998 - 2001
Bachelor's Degree
Salisbury University
1997
Education details unavailable
Saints Peter & Paul 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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