Michael Flanagan in

Michael Flanagan

Sharpshooter · DISC type DC
Private Wealth Advisor at Morgan Stanley
📍 Dallas, Texas, 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
25 Years
Current Role
Private Wealth Advisor
Location
Dallas, Texas, United States
Personality Overview

How Michael shows up

Fast But Analytical
ROI Driven
Thorough Evaluator

They prefer to move quickly, and expect the same from others. They do not care very much about building rapport or relationships. They like to stay in control of the negotiation or defining of the terms.

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

10-2024
Private Wealth Advisor
Morgan Stanley
3-2016 - 10-2024
Private Wealth Advisor, Senior Vice President
Merrill Private Wealth Management
3-2012 - 3-2016
Director
Credit Suisse Securities (USA) LLC
8-2002 - 1-2012
Vice President
Goldman Sachs & Co.
7-1996 - 7-1999
Financial Analyst
Goldman Sachs & Co.
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2000 - 2002
Masters of Business Administration
Harvard University
1990 - 1994
Bachelor's Degree
Stanford University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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