Timothy Popko, CFP®, CIMA® in

Timothy Popko, CFP®, CIMA®

Critic · DISC type C
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.

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

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

How Timothy shows up

Information Seeker
Objective Thinker
Critic

Unless the value is proven by data, they are unlikely to value fancy features. They like to take decisions independently and do not seek others' support often. It is very likely that they will negotiate pricing or other important terms.

Priorities

Topics Timothy cares about

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

Work history

3-2017
Financial Advisor
Morgan Stanley
2-2014 - 3-2017
Financial Services Professional
NYLIFE Securities LLC
11-2013 - 3-2017
Licensed Agent
New York Life Insurance Company
6-2013 - 8-2013
Communications/Marketing Intern
Legal Aid Society of the Orange County Bar Association
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2009 - 2013
Bachelor of Science (BS)
State University of New York Cortland
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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