Michael Laura, CFA, CFP®, ChFC®, CIMA®, CPWA®, RMA® in

Michael Laura, CFA, CFP®, ChFC®, CIMA®, CPWA®, RMA®

Critic · DISC type C
Financial Advisor, Portfolio Manager and Financial Planning Specialist at Morgan Stanley
📍 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
13 Years
Current Role
Financial Advisor, Portfolio Manager and Financial Planning Specialist
Job Level
Middle
Location
United States
Personality Overview

How Michael shows up

ROI Driven
Precise
Critic

They prefer to analyze logically and value objective facts over emotions. They like to take decisions independently and do not seek others' support often. They are quite likely to negotiate on pricing or other key 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

4-2023
Financial Advisor, Portfolio Manager and Financial Planning Specialist
Morgan Stanley
11-2017 - 4-2023
Financial Advisor and Portfolio Manager
Merrill Lynch Wealth Management
5-2015 - 11-2017
Senior Regional Vice President - ETF Consultant
Invesco US
3-2014 - 5-2015
Regional Director - Investment Strategist
Virtus Investment Partners
8-2012 - 3-2014
Senior Regional Director - Investment Strategist
Deutsche Bank
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
2002 - 2006
Master's Degree
College for Financial Planning
1998 - 2000
Bachelor's Degree
University of South Florida Muma College of Business
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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