Michael Chabalik CIMA®, CPWA® in

Michael Chabalik CIMA®, CPWA®

Critic · DISC type C
Senior Vice President, Financial Advisor at Morgan Stanley
📍 Rochester, New York 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
21 Years
Current Role
Senior Vice President, Financial Advisor
Job Level
Leadership
Location
Rochester, New York Metropolitan Area, United States
Personality Overview

How Michael shows up

Critic
ROI Driven
Precise

It is very likely that they will negotiate pricing or other important terms. They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often.

Priorities

Topics Michael cares about

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

Work history

5-2022
Senior Vice President, Financial Advisor
Morgan Stanley
2-2017 - 5-2022
Senior Vice President
UBS
6-2008 - 2-2017
Senior Financial Advisor, Senior Vice President - Wealth Management
Merrill Lynch
2004 - 2008
Financial Advisor
Brighton Securities
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2005 - 2008
Bachelor's Degree
Rochester Institute of Technology
2001 - 2003
Associates of Science
Finger Lakes Community College
1992 - 1996
High School Diploma/GED
Forest Hills HS
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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