Ben Dawson

Sharpshooter
DISC Type : DC

Vice President, Financial Advisor at Morgan Stanley

Greater Houston, United States

Overview

Ben Dawson is a Vice President and Financial Advisor at Morgan Stanley, where he is also a licensed CPA and CERTIFIED FINANCIAL PLANNER™. A Baylor University alumnus, he began his career in the energy sector with PwC. He works alongside his father and brother in a family-run wealth management team and is a multi-year member of Morgan Stanleys "Pacesetters Club".

Outside of work, Ben is a family man, residing in Sugar Land, TX, with his wife, Brenna, and their triplet children—one boy and two girls. His personal interests include traveling, watching movies, and playing sports with his family.

He works in a multi-generational financial advisory group with his father and brother, focusing on long-lasting family legacies.

Personality Overview

Rigorous & Demanding

Fast But Analytical

Thorough Evaluator

They prefer to move quickly, and expect the same from others.  They are less concerned about the product and more about its potential impact. They do not care very much about building rapport or relationships.

Topics They Care About

Family Wealth Planning
Works in a father-son team at the Dawson Group, aiming to form multi-generational relationships with clients and build family legacies.
Tax-Smart Investing
As a non-practicing CPA, he leverages his accounting background to help families with financial planning and shares content on tax-efficient strategies.
Market Volatility
He actively shares content and strategies with his network on how to navigate market fluctuations and investment uncertainty.

Media Appearances

Ben has no verified media appearances

Work History

10-2020
Vice President, Financial Advisor at Morgan Stanley
6-2019 - 10-2020
Senior Financial Analyst II (Commercial Finance) at Nalco Champion, An Ecolab Company
5-2018 - 6-2019
Senior Financial Analyst I (FP&A) at Nalco Champion, An Ecolab Company
8-2014 - 5-2018
Senior Associate at PwC
1-2013 - 3-2013
Assurance Intern at PwC

Education

2023 - 2023
CFP® Pre Requisite Course from Texas A&M University
2009 - 2014
BBA/Master of Accountancy (MAcc) from Baylor University

More Information

Social Presence :

Prographics :

Exp : 11 Location : Greater Houston, United States Job Level : Senior Designation : Vice President, Financial Advisor at Morgan Stanley
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Insights For Selling To Ben

During A Call Or A Meeting

DO's

  • When negotiating terms, help them build an impression that they are the ones calling the shots
  • Objectively showcase the impact that your product creates
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Avoid being too verbose
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Ben is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from Ben

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will Ben move?

  • If convinced, they can reach decisions quite fast.
  • Can Ben take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And Ben

Personality Compatibility


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