Michael Carey, CFP®

Sharpshooter
DISC Type : CD

Senior Vice President - Wealth Management at UBS

Tampa, Florida, United States

Overview

Michael Carey is a Senior Vice President of Wealth Management and a Certified Financial Planner® at UBS in Tampa. He leverages a background in Applied Mathematics from SUNY Buffalo and previous experience as a Senior Pension Consultant at PwC to specialize in corporate retirement plans and comprehensive financial planning for individuals and families.

Outside of his professional role, Michael lives in Tampa with his wife and two daughters. He is an active community supporter, promoting charitable events like the Swanky Soiree for Brookwood Florida. His personal interests include golf and traveling with his family.

He has a specialized focus on advising corporate retirement plan sponsors, helping them navigate complex regulations.

Personality Overview

Fast But Analytical

Thorough Evaluator

Precise But Practical

They like to act fast and expect others to do the same.  They are not focused on building rapport and relationships. They respond better to strong and respectful interactions.

Topics They Care About

Corporate Retirement Plans
Advises plan sponsors on 401(k) options and helps them stay informed about legislative and regulatory changes, drawing from his background as a pension consultant.
Wealth Management
As a CFP®, he provides comprehensive financial planning services for individuals and families to help them manage and grow their assets.
Community Fundraising
Demonstrates a commitment to his local community by actively promoting and supporting charitable events for organizations like Brookwood Florida.

Media Appearances

Michael has no verified media appearances

Work History

6-2002
Senior Vice President - Wealth Management at UBS
4-1989 - 3-2002
Senior Pension Consultant at PwC

Education

B.S. from B.S. in Applied Mathematics from the State University of New York College at Buffalo

More Information

Social Presence :

Prographics :

Exp : 36 Location : Tampa, Florida, United States Job Level : Leadership Designation : Senior Vice President - Wealth Management at UBS
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Insights For Selling To Michael

During A Call Or A Meeting

DO's

  • Be respectful but crisp
  • Hold your ground without indulging in one-upmanship
  • Refer to testimonials from well-known industry leaders

DONT's

  • Don't try too hard to forge relationships with them
  • Don’t focus on process and rules, give the impression of being a ‘gets it done’ person
  • Avoid being too verbose

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Michael 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 Michael

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

Insights For Deal Planning

    How fast (or slow) will Michael move?

  • They can take decisions very fast if you manage to convince them.
  • Can Michael take some risk or not?

  • The risks don’t matter much to them.

You And Michael

Personality Compatibility


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