Shana Sellers-McElroy, CFP® CLU® CRPS® CDFA® in

Shana Sellers-McElroy, CFP® CLU® CRPS® CDFA®

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Vice President, Financial Advisor at Morgan Stanley
📍 Dayton 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
18 Years
Current Role
Vice President, Financial Advisor
Job Level
Senior
Location
Dayton Metropolitan Area, United States
Personality Overview

How Shana 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 Shana cares about

Strategic Priorities
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Career

Work history

10-2018
Vice President, Financial Advisor
Morgan Stanley
4-2011 - 10-2018
Retirement Planning Specialist
Ohio Deferred Compensation
10-2006 - 4-2011
Financial Planning Specialist
SMITH BARNEY
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2012 - 2013
Master of Science (MS)
College for Financial Planning
2019
Leadership Training for Managers
Dale Carnegie Training
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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