Scott Masters, CFP® in

Scott Masters, CFP®

Go-getter · DISC type d
First Vice President | Financial Advisor at Morgan Stanley
📍 Greater Cleveland, 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
18 Years
Current Role
First Vice President | Financial Advisor
Job Level
Senior
Location
Greater Cleveland, United States
Personality Overview

How Scott shows up

Vision Oriented
Direct & Candid
Challenger

They don’t always try to control the conversation but neither do they like yielding it fully. They care equally about the product and its potential impact. They respond well to confident salespeople.

Priorities

Topics Scott cares about

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

Work history

6-2015
First Vice President | Financial Advisor
Morgan Stanley
11-2010 - 6-2015
Assistant City Manager and Certified Personal Golf Coach
GolfTEC
10-2007 - 8-2010
Head Golf Professional
The Ritz-Carlton Hotel Company, L.L.C.
6-2007 - 10-2008
Assistant Golf Professional
The Ritz-Carlton Hotel Company, L.L.C.
5-2006 - 10-2006
Assistant Golf Professional
The Country Club
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2004 - 2007
Agribusiness Management
Arizona State University
2004 - 2005
Education details unavailable
Ferris State University
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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