Shelley Ford in

Shelley Ford

Login to view DISC.
Financial Advisor, CEPA (Certified Exit Planning Advisor), Dedicated Equity Plan Specialist at Morgan Stanley
📍 Denver 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.

Business priorities, areas of interest, and practical outreach recommendations that can improve conversion quality for this professional.

Login to view overview
Experience
25 Years
Current Role
Financial Advisor, CEPA (Certified Exit Planning Advisor), Dedicated Equity Plan Specialist
Job Level
Junior
Location
Denver Metropolitan Area, United States
Personality Overview

How Shelley 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.

Login to view personality overview.
Priorities

Topics Shelley cares about

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

Work history

5-2011
Financial Advisor, CEPA (Certified Exit Planning Advisor), Dedicated Equity Plan Specialist
Morgan Stanley
10-2004 - 5-2011
Broker Associate
Remax 3000
10-2004 - 5-2011
owner
NZ US Solutions
1-2009 - 3-2011
Commercial Development Director
NAOLighting
1-2005 - 3-2011
CMO/ Commercial Director
Hall Group
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
Login to view
Education
1998 - 2000
MBA (in progress)
Webster University
1991 - 1995
BS
University of Colorado Boulder
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.

Login to view DISC.

Other Morgan Stanley Employees

Explore more public profiles from related professionals.

John Burghardt
John Burghardt
Incoming 2026 Summer IG Sales and Trading Intern
Morgan Stanley
 Shawn Abrams
Shawn Abrams
VP; Lead Cybersecurity Operations
Morgan Stanley
 Lauren Collett
Lauren Collett
Experienced Hire Lead - Institutional Securities Investment Management & Wealth EMEA
Morgan Stanley
 Russell Schmidt
Russell Schmidt
Managing Director
Morgan Stanley

More profiles

Discover additional public profiles from our index.

Sarah Kortmansky
Sarah Kortmansky
Market President
North Star Bank
PK
Peter Klein
Financial Advisor
Morgan Stanley
 Randy Zaffran
Randy Zaffran
Branch Manager
Citizens Bank
 Paul Bice
Paul Bice
Executive Vice President / Regional President of Virginia
BCT-The Community's Bank
Unlock the full playbookSee exactly how to sell to Shelley. Free, 10 seconds.